Financial PLanning
Identify the Goals and needs presented in the case
) Identify the client’s goals and needs (on top of the grid)
2) For each component of financial planning, outline the pertinent issues that relate to #1
3) Prioritize the issues by component
4) Outline what types of analysis would be completed , in the analysis section of the plan, if you were to be actually completing the case.
(i.e. if client wanted a mortgage, you would figure out mortgage payments with a 10% downpayment (now) or 25% payment (waiting one year to buy). You do not have to do the analysis (and this is just an example) but I want you to think about your next step to help find a solution for the client.
