My One Page Financial Plan

Welcome

My Personal Profile

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My Financial Profile

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My Statement of Net Worth

  • McDonald-Brad-Summary-Net-Worth-Statement-June-2021.pdf
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My Cash Flow Statement

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My Insurance Plan

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My Retirement Plan

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My Estate Plan

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My Financial Plans

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My Accounts

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My Tax Returns

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    Top Financial Goals or Objectives

    1. Building a real estate portfolio to fund retirement income goal