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Cost categories: Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec $7,000 $7,000 $7,000 $7,000 $7,000 $7,000 $7,000 $7,000 $7,000 $7,000 $7,000

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Cost categories: Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec $7,000 $7,000 $7,000 $7,000 $7,000 $7,000 $7,000 $7,000 $7,000 $7,000 $7,000 $7,000 Financial planner salary (Edward) 1,800 1,800 1,800 1,800 1,800 1,800 1,800 1,800 1,800 1,800 1,800 1,800 Assistant salary (extra quarter-end help) 250 250 250 250 250 250 250 250 250 250 250 250 Internet subscription 150 150 150 150 150 150 150 150 150 150 150 150 Bloomberg monthly data feed 150 150 150 150 150 150 150 150 150 150 150 150 Depreciation (office equipment) 550 550 550 550 650 550 550 550 550 550 550 550 Depreciation (car) 200 200 200 200 200 200 200 200 200 200 200 200 Car - road side assist., Mice and Gas Supplies 276 230 225 279 240 222 239 225 326 267 225 204 120 120 120 120 120 120 120 120 120 120 120 120 Insurance Portfolio information and mailing 38 30 28 23 19 18 14 23 18 30 26 18 Utilities 172 142 146 149 158 117 149 147 135 148 131 172 Total $10,706 $10,622 $10,619 $10,671 $10,637 $10,577 $10,622 $10,615 $10,699 $10,665 $10,602 $10,614 Hours with clients 256 162 156 172 142 66 34 57 127 170 167 182 (includes driving time) Required

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