Below is the Integrated Financial Plan I prepared for a case study, based on a set of clients as a part of my Graduate studies. This comprehensive plan covers all aspects of the clients’ position, from investments, to debt, to risk. We also investigate their retirement goals and create forecasts to ascertain their current and potential trajectory while considering their personal risk profiles. Estate planning, taxation, and legal is also reviewed – though not being able to provide explicit advice, I suggest potential considerations and discussion points to be had with the relevant professionals.