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1. Develop a list of investment-funded planning goals (e.g., emergency fund situation, retirement investment plan, education funding goal, and the art gallery and home improvement

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1. Develop a list of investment-funded planning goals (e.g., emergency fund situation, retirement investment plan, education funding goal, and the art gallery and home improvement goals) for the Bedos. When conceptualizing these goals, consider the following: a. C. Is each goal developed in agreement with any or all goals and objectives that the clients have identified regarding investment planning? What situational factors might inuence their investment-funded goals (e.g., emergency fund situation, retirement investment plan, education funding goal, and the art gallery and home improvement goals)? Are these factors explicit, implied, or assumed? Is additional information required from the Bedos? What is the desired outcome for the clients for each of these goals

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