Sample Financial Plan
See What a Real Financial Plan Looks Like
Because trust starts with transparency.
Creating a financial plan is more than just crunching numbers — it’s about building a strategy around your unique goals, values, and life circumstances.
At Rosemeyer Management Group, we believe in full transparency. That’s why we offer a behind-the-scenes look at a sample financial plan (anonymized for privacy), so you can see what it’s like to work with an advisor dedicated to understanding your priorities and helping you make informed decisions.
What’s Typically Included
Your personal financial plan may address:
- Retirement savings
- Investment Strategy
- Tax Considerations
- Insurance Analysis
- Estate Planning
Some plans go deep in one area, others are broader in scope — but every plan is designed to serve as a personalized roadmap, helping you make informed decisions and stay aligned with your long-term objectives.
“When my husband Craig was tragically killed in a car accident this February, I was overwhelmed and didn’t know where to turn financially — I only knew I needed help. A friend referred me to Rosemeyer Management Group, and from my very first call, the team treated me with kindness, respect, and compassion. My advisor, Brooklyn Strang, guided me every step — answering all my questions and helping me create a plan so I could focus on my family. Thanks to Brooklyn and the entire RMG staff, I feel more confident about honoring Craig’s legacy and taking the next steps for our family’s future.”
— Kia Hendrickson - Current RMG Client
This statement is a testimonial from a current client. The client was not compensated for this statement, and no material conflicts of interest exist. This testimonial may not be representative of the experience of all clients and is not a guarantee of future performance or success.
What You’ll See in the Sample Plan
We start by listening — identifying and prioritizing your goals so we know what matters most. Then we evaluate your current financial picture, including your income, assets, liabilities, and timeline to retirement. This provides the foundation to model different strategies and help you plan forward with confidence.
Identify and prioritize your goals
Review current income, assets, and timeline
Model and test different financial scenarios
Explore strategies designed to help protect assets and pass on values to future generations
Built for Real Life.
Even the Unexpected.
Life is unpredictable. That’s why we use dynamic tools and calculators to test various scenarios — so you can be more prepared for change and adjust your plan as needed.
This sample is for illustrative purposes only. Names and details are fictional and provided for educational purposes, not as specific advice.