As of November 8, 2018 Amount Percent Question [A] Assessment of Client's current financial needs, and goals, making sure to Non-Qualified Assets Emergency Fund (Joint) Mutual Funds (Joint) Savings (Joint) Total Non-Qualified Assets $15,000 $70,000 $30,000 $115,000 1.33% 6.21% 2.66% 10.20% disclose specific assumptions used in analyzing each goal and need ***Client S.W.O.T. Analysis: Identify and Describe current- [B] Strengths, [C] Weaknesses, [D] Opportunities, and E] Threats (Risks) from a financial perspective. Qualified Retirement Assets Google 401k (Tristan) IRA (Abigail) Old 401k (Abigail) Simple 401k (Abigail) Total Qualified Retirement Assets 60,000 $14,000 $25,000 55,000 $154,000 532% 1.24% 222% 4.88% 13.65% Roth Assets Roth IRA (Tristan) Roth IRA (Abigail) Total Roth Assets $33,000 $26 000 $59,000 293% 230% 5.23% Lifestyle Assets Residence (Joint) Business Interest (Joint Total Lifostyle Assets $500,000 $300,000 $800,000 44.33% 26 60% 70.92% TOTAL ASSETS $1,128,000 100.00% Liabilities Mortgage (Joint) Car Loans (Joint) Business (Joint) Credit Cards (Joint) $380000 $22.000 $70,000 18.000 3369% 195% 621% 160% $490,000 43 44% TOTAL LIABILITIES 638 000 56.56% TOTAL NET WORTH