Page 30 - Sample Financial Plan 4-1-2019 v2

Aggressive 98/2 10% 5% 5% 25% 5% 6% 14% 6% 6% 15% 5% 5% 5% 42% 13% 14% 15% 2% 2% 0.14%

Aggressive
Near 90/10 9% 4% 5% 22% 4% 5% 13% 5% 5% 14% 4% 5% 5% 40% 13% 13% 14% 10% 8% 2% 0.14%

Moderately Aggressive 80/20 8% 4% 4% 19% 4% 4% 11% 5% 5% 13% 4% 4% 5% 35% 11% 12% 12% 20% 18% 2% 0.14%

Moderate Plus 70/30 7% 4% 3% 17% 3% 4% 10% 4% 4% 12% 3% 4% 5% 30% 9% 10% 11% 30% 28% 2% 0.15%

Moderate 60/40 6% 3% 3% 15% 3% 3% 9% 4% 4% 10% 3% 3% 4% 25% 8% 8% 9% 40% 38% 2% 0.14%

Conkin Financial Group: Model Portfolios
Moderately Conservative 40/60 4% 2% 2% 9% 2% 7% 2% 2% 6% 1% 2% 3% 19% 6% 6% 7% 60% 58% 2% 0.14%

Conservative Plus 30/70 3% 2% 1% 7% 2% 5% 1% 1% 4% 2% 2% 15% 4% 5% 6% 70% 68% 2% 0.15%

Conservative 20/80 2% 1% 1% 5% 1% 4% 1% 1% 3% 1% 2% 9% 2% 3% 4% 80% 78% 2% 0.14%

Very Conservative 0/100 100% 98% 2% 0.15%

Total Fund Level Cost 0.51% 0.13% 0.16% 0.14% 0.08% 0.07% 0.25% 0.07% 0.25% 0.18% 0.04% 0.18% 0.15% 0.00% Model Level Expense

Fund Level Brokerage = Cost 0.03% 0.01% 0.015% 0.007% 0.006% 0.000% 0.000% 0.000% 0.000% 0.000% 0.000% 0.000% 0.000% 0.000%

Fund Level Expense + 0.48% 0.12% 0.14% 0.13% 0.07% 0.07% 0.25% 0.07% 0.25% 0.18% 0.04% 0.18% 0.15% 0.00% Conkin Financial Group, Inc. 1320 E. 9th Street, Suite 7 steve.conkin@conkinfinancial.com

Ticker COMT VNQ VWO VSS VEA IJR IJK IJH IJJ IVW IVV IVE SHV Edmond, OK 73034 Office 405-348-6200 Cell 405-657-6202

iShares Commodities Select Strategy Vanguard REIT Index Vanguard FTSE Emerging Markets Vanguard FTSE All-Wld ex-US SmCp Vanguard FTSE Developed Markets iShares S&P SmallCap 600 iShares S&P MidCap 400 Growth iShares S&P MidCap 400 iShares S&P MidCap 400 Value iShares S&P 500 Growth iShares S&P 500 iShares S&P 500 Value iShares Short Treasury Bond FDIC Insured Bank Deposit

Fund Name

Specialty International Small Cap Mid Cap Large Cap Bond/Fixed/Cash