“Creating a Comprehensive Financial Plan: Balancing Client Goals and Constraints”

1.)cash and debt management (included financial s)
2. Insurance and risk (life, health, auto, home, disability etc)
3. Investments
4. retirement
5 education planning (if needed)
6. Estate planning.
– discuss the resolution of any conflicts between clients goals and needs, and the ability to satisfy them due to financial or other constraints
*JUST COMPLETE FINANCIAL SHEETS*
I’m completing everything else