Retirement Planning.docx

Retirement Planning.docx - Retirement Planning(Franz Sophia...

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Retirement Planning (Franz & Sophia) Program Review and evaluation course First step: Client Planner Engagement Date : 2/14/18 Client name: Franz and Sophia Smith Financial advisor name : Mosa Dear Franz and Sophia, This is Mosa. I am a financial advisor at TD Bank and I worked almost ten years. Thanks for giving me opportunity to working with you guys as designing financial plan for after retirement. It is a great idea to save money to retirement plan and have lots of opportunity. We need to some step to achieve to those goals. This engagement letter confirm that we work together to provide better retirement planning regarding our term and objectives that we mutually understand the nature of service and limitation that we provide. First of all, we consider client need, objectives
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and goals. Secondly : Client current situation and finally: Predict retirement planning. After reviewing, all those then we will make appropriate option for retirement planning like: Cash flow planning Risk management Retirement planning Investment planning Education planning Tax planning Moreover, I want to let you know guys that regarding to process retirement planning we need various document and information to make better financial plan but we keep all your personal information or document confidential plus we will ask permission before disclose something. Furthermore, if you guys have any question feels free to ask me any time. Sincerely Financial advisors: Mosa Second step: Established objectives Do the clients’ retirement objectives seem clear enough?; From this case study ,clients mainly objective retirement planning and maintain standard life after retirement. client retirement objectives seems clear but not enough.
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