Stephany Chen (7-01-87) 8-03-2023

Values

Financial Security

Objectives

Asset Allocation

Aggregate asset allocation

Coordinate asset location among different MAMC accounts

Personal Benchmark Analysis

PBA QuestionerPersonalRetirement Age (Client):Retirement Age (Spouse):HoldingsAdd non-investment assets?- Automobiles- Real Estate- OtherInclude liabilities? - Mortgage - Student loans - OtherContributionsWell the client be making contributions?- When- What Accounts- How much- Amount of yearsTax Assumptions - Where is the client currently living? - Where is the client planning to live after retirement?Type of AnalysisShould we run one, two or three scenarios?- Solve using a target annual retirement income need?- Solve at 85% comfort level?- OtherRetirement Income - Add Social Security a benefit or other source of retirement income?

Retirement

Purchase Residence in 2-3 years time

Estate Planning Review

Basic estate planning documents

Wills,

Trusts,

Power of Attorney,

Medical Directives,

Health Care Power of Attorney,

Risk Management Review

Health insurance

Medicare- Plan B $210T for both Tony and Li-Chuan

Property insurance

Asset Protection

Umbrella Coverage

Risk Temperament

moderate to aggressive Risk Tolerance

Relationships

Interests

Family Trips for fun

Other Hobbies

Process

Contact Frequency

Annual and when needed

Preferred method of contact

e-mail or phone

In person for review meetings

Reporting

Web reporting via Orion Platform for MAMC Performance quarterly reporting

on line Monthly

Advisors

Wealth Management

MAMC, Athena chang

Estate Planning

Risk Management/ Insurance

Assets

Real Estate

Primary residence

Portfolio investments

Tax-Deferred

Tax Free

Taxable

income streams

Base Salary

Commission