January 24, 2012
Isabella Cook
909 First Avenue, Apt. 3
Burlington, VT 03433
Dear Isabella:
Here is your summarized quarterly statement. As you know, we provide this statement to give you a quick
snapshot of your investment portfolio. You should also receive a complete statement from your brokerage
firm.
[Insert Excel worksheet.]
Please call with any questions about your summarized statement.
Sincerely,
Student Name
Certified Financial Planner