Jonathan Robinson is a 55-year-old Female who works as a Doctor. They are currently Single and live at 305 Heather Junction Apt. 857, Port Michelle, RI 75312 in Canada. They have 0 dependents: . Their financial goal is Retirement with a target amount of $194790 to be achieved in 46 months. Currently, they earn $30030 per month and have an expenditure of $25030. They have $38110 in savings, $20543 in fixed deposits, $34277 in stocks, $22068 in mutual funds, and $359 in other investments. No insurance. Debt: Yes, Amount: $11410, Type: Mortgage, Interest Rate: 6.842741468749937%. Loan Start Date: 2022-12-02, Loan End Date: 2032-10-09. No emergency fund.
Plan for Jonathan Robinson:
1. Income: $30030 per month
2. Emergency Fund: $150180 (adequate for 6 months of expenses).
3. Savings: $38110
4. Debts: $11410 (Mortgage) with an interest rate of 6.842741468749937%.
5. Insurance:  with coverage of $0 and a monthly premium of $0.
6. Investments:
Investment Type: Stocks
Monthly Contribution: $34277
Future Value after 10 years: $85692.5
Annual Interest Rate: 20.0%

Investment Type: Mutual Funds
Monthly Contribution: $22068
Future Value after 10 years: $44136.0
Annual Interest Rate: 15.0%

Investment Type: Fixed Deposit
Monthly Contribution: $20543
Future Value after 10 years: $30814.5
Annual Interest Rate: 7.0%

Investment Type: Bonds
Monthly Contribution: $359
Future Value after 10 years: $430.8
Annual Interest Rate: 3.5%

7. Financial Goal: Retirement with a target amount of $194790 to be achieved in 46 months.
8. Net Worth: $183380.0
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.