Question

For each of the following categories of information required fora comprehensive financial plan, please match the category to theinformation 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 atdeath.
B.	Retirement accounts and retirement savings. Rates, retirementgoals, government benefits.
C.	Copies of all insurance policies. Intended insurance coverage.Other risk management procedures. Determination of overallhousehold risk tolerance.
D.	Copies of description of all company benefits. Amounts andinvestment alternatives for pension plans.
E.	Current number of household members. Marital and childrenplanning vs. household members today.
F.	Types of plans and amount of assets in place. Prospective costsfor college and, in the case of children, the amount or percentageto be funded by the parent.