Outline what types of analysis would be completed , in the analysis section of the plan, if you were to be actually completing the case.

Financial PLanning

Identify the Goals and needs presented in the case
Identify the client’s goals and needs .
2) For each component of financial planning, outline the pertinent issues that relate to #1
3) Prioritize the issues by component
4) Outline what types of analysis would be completed , in the analysis section of the plan, if you were to be actually completing the case.
i.e. if client wanted a mortgage, you would figure out mortgage payments with a 10% down payment or 25% payment . You do not have to do the analysis but I want you to think about your next step to help find a solution for the client.