Page 90 - Sample Financial Plan 4-1-2019 v2

Securities and investment advisory services offered through Woodbury Financial Services, Inc. (WFS),
member FINRA/SIPC. WFS is separately owned and other entities and/or marketing names, products, or
services referenced here are independent of WFS.

Inputs

Family

Current Marital Status: Married

Children

Jill: Born 1 Jan 2012
Jack: Born 1 Jan 2010

John

Date of Birth: 1 Jul 1976
Maximum Age: 95
Last Year With Earnings: 2045

Earnings
Year Age Covered Earnings Total Earnings
1992 16 $0 $0
1993 17 $0 $0
1994 18 $0 $0
1995 19 $0 $0
1996 20 $0 $0
1997 21 $0 $0
1998 22 $0 $0
1999 23 $3,000 $3,000
2000 24 $6,000 $6,000
2001 25 $4,500 $4,500
2002 26 $23,500 $23,500
2003 27 $25,000 $25,000
2004 28 $15,000 $15,000
2005 29 $17,500 $17,500
2006 30 $31,000 $31,000
2007 31 $84,000 $84,000
2008 32 $80,000 $80,000
2009 33 $83,000 $83,000
2010 34 $89,000 $89,000

Powered by EconomicSecurityPlanning.com (v3.21.0) P a g e | 1 4 Created 03/29/2019 at 15:43