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Choose
a client or yourself. For confidentiality purposes, use a fictitious name.
Prepare
a personal budget, balance sheet, and cash flow statement.
Write
a memo that includes the following:
- A summary of the facts, including ages of the client, spouse, and dependents; educational
background; income status of client and spouse; and two major concerns and
goals.
- Summary of key items and
findings from the personal budget, balance sheet, and cash flow statement.
Recommendations
and support for improving the financial situation
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