FA Name Client Name Report Date

Setup Goals

Recurring Goals

Goal Name	Type	Owner	Must Have Amount	Good To Have Amount	Nice To Have Amount	Frequency	Start Date	End Date	Action
Living Expenses	Living Expenses	Retirement	John Doe	$ 37,500	$ 50,000	$ 62,500	Monthly	July, 2032	July, 2060
Retirement Travel	Retirement	John Doe	$ 5,000	$ 7,500	$ 10,000	Monthly	July, 2032	July, 2060
College	Education	Brian Connor	$ 125,000	$ 200,000	$ 350,000	Annually	Mar, 2022	Mar, 2026
Long Term Care	Retirement	John Doe	$ 5,000	$ 7,500	$ 10,000	Monthly	July, 2032	July, 2060
-	-	-	-	-	-	-	-	-
Total			$ 172,500	$ 265,000	$ 432,500

One-Time Goals

Goal Name	Type	Owner	Must Have Amount	Earliest Date	Good To Have Amount	Target Date	Nice To Have Amount	Latest Date	Frequency	Action
House Renovation	Other	John Doe	$ 125,000	Mar, 2028	$ 175,000	Mar, 2030	$ 225,000	Mar, 2030	One-Time
Sports Car	Car	Jennifer Connor	$ 250,000	Jun, 2019	$ 375,000	Jun, 2021	$ 500,000	Jun, 2021	One-Time
Vacation Home	Other	John Doe	-	-	-	Sep, 2042	$ 1,500,000	Sep, 2042	One-Time
-	-	-	-	-	-	-	-	-	-
Total			$ 375,000		$ 550,000		$ 2,225,000

Add Goal Name

Goal Name *		Type *		Owner *
Must Have Amount *		Good To Have Amount *		Nice To Have Amount *
Frequency *		Start Date *		End Date *

Living Expenses

Goal Name *		Type *		Owner *
Must Have Amount *		Good To Have Amount *		Nice To Have Amount *
Frequency *		Start Date *		End Date *

Question :	Add Options

Enter Bank Account

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Request to add Other Bank Account:
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Security Name	Symbol	Security Type	Price	Quantity	Market Value	Cost Basis	QTD Returns	% Assets	Action
American Century Balanced	ABINX	MF	11.5	1015	11,665.46	16,770.00	-6.53	1.02%
American Century Real Est	REACX	MF	7.8	600	4,680.00	21,000.00	-32.85	0.41%
American Century Ultra In	TWUIX	MF	14.17	103	1,454.00	3,061.17	-3.93	0.13%
AT&T, Inc.	T	ST	25.2	300	7,560.00	5,874.00	-10.25	0.66%
ATTLEBORO Corporation	049843XJ9	FI	105.22	5110	5,37,538.36	5,00,000.00	2.54	46.91%
Chevron Corporation	CVX	ST	67.24	585	39,335.40	40,049.10	-8.25	3.43%
Fidelity MA Municipal	FDMXX	FM	1	94,748.86	94,748.86	-94,748.86	0.03	8.27%
Fidelity U.S. Treasury	FDLXX	FM	1	500	500	500.00	0.03	0.04%
General Electric Company	GE	ST	10.11	5000	50,550.00	1,72,250.00	-35.67	4.41%
Goodrich Corporation	GR	ST	37.89	1600	60,624.00	92,555.00	3.11	5.29%
Nike, Inc. B	NKE	ST	46.89	1600	75,024.00	1,60,755.00	-7.48	6.55%
Nuveen All-American	FLAAX	MF	9.3	500	4,650.00	4,405.00	7.13	0.41%
PowerShares Water Resources	PHO	ETF	11.93	13700	1,63,441.00	2,50,710.00	-16.87	14.26%
Procter & Gamble Company	PG	ST	47.09	2000	94,180.00	1,24,620.00	-23.3	8.22%
Total					11,45,951.08	12,97,800.41	-9.85%	100.00%

Question :	Add Options

Benchmark Name:

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			%
		Total Percentage Allocation	0%