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David & Jennifer
One-Page Financial Plan  ·  April 2026
Meridian Wealth Partners
Overview
David and Jennifer are making meaningful progress toward early retirement. Net worth has grown 14% over the past year driven by disciplined savings and a favorable market. Their 60-40 allocation is appropriate given an 8-year horizon. Key focus this cycle is accelerating debt paydown, optimizing the Roth conversion ladder, and establishing a comprehensive income replacement strategy.
$890K
Net Worth
28%
Marginal Tax
21%
Effective Tax
25%
Savings Rate
82%
Plan Success
Family Values
•Work-life balance and freedom
•Travel and shared experiences
•Financial independence by 60
Key Goals
01Retire comfortably by age 60
02Pay off mortgage in 4 years
03Build $2M+ portfolio by retirement
Portfolio Overview
Asset Allocation
US Equities
International
Fixed Income
Other
Net Worth History
Asset Location
Tax-Deferred
Tax-Free
Taxable
Action Plan — Next 12 Months
→Max out 401(k) and HSA accounts
→Begin Roth conversion ladder strategy
→Add $500/mo to mortgage principal
→Rebalance to 60/40 target
→Update beneficiary designations
→Draft will and power of attorney
Completed From Last Year
✓Refinanced mortgage to 15-year
✓Maxed HSA contribution
Meridian Wealth Partners  ·  M. Rivera, CFP
Prepared for David & Jennifer
Robert & Linda
One-Page Financial Plan  ·  April 2026
Arbor Financial Group
Overview
Robert and Linda are exceptionally well-positioned for retirement. Net worth has crossed $2M and the portfolio is generating strong risk-adjusted returns. With retirement now 3 years away, the focus is shifting from accumulation to preservation and income generation. Key priorities this year are stress-testing the income plan, optimizing Social Security timing, and finalizing the estate strategy.
$2.1M
Net Worth
32%
Marginal Tax
24%
Effective Tax
18%
Savings Rate
94%
Plan Success
Family Values
•Legacy and wealth for grandchildren
•Charitable giving and community impact
•Living well in retirement
Key Goals
01Retire at 65 with full income
02Fund grandchildren's education
03Establish a donor-advised fund
Portfolio Overview
Asset Allocation
US Equities
International
Fixed Income
Other
Net Worth History
Asset Location
Tax-Deferred
Tax-Free
Taxable
Action Plan — Next 12 Months
→Model Social Security claiming scenarios
→Shift allocation to 50/50 by year-end
→Maximize final years of 401(k) catch-up
→Review long-term care insurance options
→Fund 529s for grandchildren
→Update revocable trust documents
Completed From Last Year
✓Finalized revocable living trust
✓Began Roth conversion ladder
Arbor Financial Group  ·  T. Nakamura, CFP
Prepared for Robert & Linda
The Mitchell Family
One-Page Financial Plan  ·  April 2026
Summit Wealth Advisors
Overview
The Mitchell Family is in a strong position heading into 2026. Net worth has grown 11% year-over-year and their savings rate remains well above average. Portfolio allocation is appropriately positioned for their 18-year time horizon. Key priorities this cycle are maximizing tax-advantaged contributions, accelerating the backdoor Roth strategy, and reviewing coverage gaps identified in the last review.
$1.45M
Net Worth
35%
Marginal Tax
27%
Effective Tax
22%
Savings Rate
88%
Plan Success
Family Values
•Long-term wealth building for our family
•Financial security and peace of mind
•Education legacy for our children
Key Goals
01Retire comfortably at age 62
02Fund children's college education
03Purchase vacation property in 5 years
Portfolio Overview
Asset Allocation
US Equities
International
Fixed Income
Other
Net Worth History
Asset Location
Tax-Deferred
Tax-Free
Taxable
Action Plan — Next 12 Months
→Increase 401(k) to annual maximum
→Execute backdoor Roth IRA this quarter
→Rebalance to target allocation
→Open 529 plans for children
→Update beneficiary designations
→Schedule estate planning consult
Completed From Last Year
✓Opened brokerage account
✓Reviewed disability coverage
Summit Wealth Advisors  ·  Sarah Chen, CFP
Prepared for The Mitchell Family
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One-Page Financial Plan · April 2026
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