Julie Finley is a 43-year-old Male who works as a Doctor. They are currently Single and live at 67670 Tracy Motorway, Moralesstad, PR 13394 in India. They have 0 dependents: . Their financial goal is Save for House with a target amount of $484875 to be achieved in 81 months. Currently, they earn $79044 per month and have an expenditure of $34961. They have $40976 in savings, $28718 in fixed deposits, $13200 in stocks, $22404 in mutual funds, and $14133 in other investments. Insurance: Auto Insurance with a premium of $5892 and coverage of $243315. No debt. Emergency Fund: Yes, Amount: $4165.
Plan for Julie Finley:
1. Income: $79044 per month
2. Emergency Fund: $4165 (adequate for 6 months of expenses).
3. Savings: $40976
4. Debts: $0 () with an interest rate of 0.0%.
5. Insurance: Auto Insurance with coverage of $243315 and a monthly premium of $5892.
6. Investments:
Investment Type: Stocks
Monthly Contribution: $13200
Future Value after 10 years: $33000.0
Annual Interest Rate: 20.0%

Investment Type: Mutual Funds
Monthly Contribution: $22404
Future Value after 10 years: $44808.0
Annual Interest Rate: 15.0%

Investment Type: Fixed Deposit
Monthly Contribution: $28718
Future Value after 10 years: $43077.0
Annual Interest Rate: 7.0%

Investment Type: Bonds
Monthly Contribution: $14133
Future Value after 10 years: $16959.6
Annual Interest Rate: 3.5%

7. Financial Goal: Save for House with a target amount of $484875 to be achieved in 81 months.
8. Net Worth: $484874.99999999994
9. Recommendations:
   - Increase monthly contributions to meet the financial goal.
   - Consider reallocating investments to achieve better returns based on your risk profile.
   - Ensure adequate emergency fund and insurance coverage.