Question: For this milestone, you will create a comprehensive financial profile for your selected client using the client profiles provided in the Supporting Materials section. The
For this milestone, you will create a comprehensive financial profile for your selected client using the client profiles provided in the Supporting Materials section. The client you select to use for this milestone cannot be the same client you use for your project but will be the client you use for each milestone in this course.
Evaluate client assets, liabilities, income, and expenses. Consider the following in your response:
Current investments Debt Income Family unit
Justify recommendations forshortterm financial goalsto this client. Consider the following in your response:
Reducing or eliminating debt Increasing savings Personal goals
Justify recommendations forlongterm financial goalsto this client. Consider the following in your response:
Retirement plans College planning Personal goals
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