Question: Based on what you know about the Nelsons current life situation and family circumstances, what short - term and long - term financial planning goals

Based on what you know about the Nelsons

current life situation and family circumstances, what short

-

term and long

-

term financial planning goals should they give priority to

?

Do these priorities seem consistent with their intentions? Is it a problem that the Nelsons have not consulted with a financial planner during the last several years? Why or why not?

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