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
This question was asked on Jan 23, 2013.
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