One of the questions we often get is “What does a financial plan look like”? Without actually seeing one, it can be difficult to wrap one’s head around. So look no further than this sample financial plan I completed for Jim and Pam Halpert (of “The Office” fame). While they lived in Pennsylvania for the show, in this plan they are living in Tennessee.
This may be the most personal and vulnerable post I will ever type. As a financial advisor, I have an in-depth view on client’s personal lives. I know your greatest fears, your greatest weaknesses, what keeps you up at night…and I help you overcome those. I can’t expect a client to be vulnerable with me if I can’t be vulnerable with them. It’s a two way street…so I’ll go first.