Question: There is a potential client who has just gotten a nice raise and has decided to invest it. She will be putting $2,000.00 per month
There is a potential client who has just gotten a nice raise and has decided to invest it. She will be putting $2,000.00 per month into a new account. She is 32, divorced with two children ages 4 and 8. As an investment manager what questions do you ask and what do you do with her answers?
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