Outline what types of analysis would be completed , in the analysis section of the plan, if you were to be actually completing the case.

Financial PLanning

Identify the Goals and needs presented in the case

1) 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.