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a. What do we know?1as a high primary salary, which increased 4% to 15% over the last 12 2345Both his mom and mother-in-law have a moderate net worth around b. What can we assume? c. What could the results look like?1He could either accomplish or fail at achieving his goals23He is putting too much into his savings, which is a good thing45d. What information can be brought to bear?1Bob would like to retire by the time he is 60 to 652He wants to travel extensively with his wife after retirement 3He wants his daughters tuition fully paid for4e. What can we ask the client?1What changes are you expecting to arise in the future?23What are your financial concerns?4How much are your mortgage payments?5What does a modest lifestyle look like to you in terms of income?6Are there any other goals you have not stated?7Are you expecting to get any sort of pension?f. Are there any similar situation or problems?12As a second source of income, Bob earns $10,000 to $20,000 per year from consulting, executive education, and other activities.