Mr. and Mrs. Don Smith

1314 1st Avenue

Vancouver, BC

V6M 2V5

Dear Mr. and Mrs. Smith,

The enclosed financial plan contains an analysis of your current financial situation, which we have prepared from information gathered during our meetings and conversations. Your goals and concerns have been the determining factors in this analysis.

Your financial plan is divided into several sections. Each of these sections is organized as follows:

• An introduction that acquaints you with the section.

• An analysis that provides an in-depth look at the section supported by detailed financial schedules.

• A recommendation of the most appropriate action to meet your goals.

• An implementation schedule to guide you in the execution of your financial plan.

This financial planning report been designed to be comprehensive, examining all of the areas that are important to the achievement of your financial needs and objectives. This plan is intended to be a stepping stone to help you implement and refine strategies to attain your financial goals. It also aids in becoming better acquainted with the process of financial planning.

The last section includes an action plan to direct the implementation of the recommendations. We will be happy to assist you in the implementation of this action plan.

We have enjoyed very much working with you both and look forward to our continued association as we put your financial game plan into action.

Sincerely,

John Doe, CFP

Trans1