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For each of the following categories of information required for a comprehensive financial plan, please match the category to the information that must be gathered:

For each of the following categories of information required for a comprehensive financial plan, please match the category to the information that must be gathered:

- A. B. C. D. E. F.

Retirement Planning

- A. B. C. D. E. F.

Estate Planning

- A. B. C. D. E. F.

Risk Management

- A. B. C. D. E. F.

Employee Benefits

- A. B. C. D. E. F.

Family Planning

- A. B. C. D. E. F.

Educational Planning

A.

Copies of wills and trusts. Establishment of titling of assets. Intended gifting policies and those for estate distribution at death.

B.

Retirement accounts and retirement savings. Rates, retirement goals, government benefits.

C.

Copies of all insurance policies. Intended insurance coverage. Other risk management procedures. Determination of overall household risk tolerance.

D.

Copies of description of all company benefits. Amounts and investment alternatives for pension plans.

E.

Current number of household members. Marital and children planning vs. household members today.

F.

Types of plans and amount of assets in place. Prospective costs for college and, in the case of children, the amount or percentage to be funded by the parent.

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