Question: Please help create a finance report In report Summarize the clients background. Evaluate the clients current financial situation. Identify the clients future goals. The goals
Please help create a finance report
In report
Summarize the clients background. Evaluate the clients current financial situation. Identify the clients future goals. The goals should be substantive in nature and realistic, given the clients current financial situation and future income goals. At a minimum, your report should address one goal for each of the following four areas. Retirement goals Home ownership goals College savings goals Investment goals Evaluate the clients goals. Evaluate the clients financial goals based on current social, demographic, and economic trends. For example, you can evaluate if the goals are feasible and attainable based on these three trends Create initiatives to mitigate risks and deliver financial returns.
Use the compiled financial data to create at least two charts or graphs to illustrate trends, comparisons, or financial status. You may want to show the client where they are now versus where they could be after achieving their financial goals. Create graphs or charts. (Please help with this)
Create a contingency plan and make recommendations to help the client achieve their financial goals. Justify your statements by citing and referencing credible sources to support the financial advice. Include a summary of recommendations at the end of the report. Use the compiled financial data to create at least two charts or graphs to illustrate trends, comparisons, or financial status. You may want to show the client where they are now versus where they could be after achieving their financial goals.
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