This requires knowledge about personal finances, financial security, estate planning, retirement, savings, etc.

Short assignment one page:

Read the Case, both documents, and provide 1 current situation and 1 action plan/recommendation for each item you list. Always list the 1 current situation and 1 action item in each statement. DO not pile up several problems in 1 current situation. You must be super specific when you describe your action item. You cannot say – save money or spend less – you will not get any points

Fill out the client case word document as the instructions say.

Please be sure to be specific and provide numbers and real solutions not just broad or generic concepts.

Everything you need to understand is attached below. Only need the client case document filed out.

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