A financial planner is expecting three new clients. The office assistant took their calls, but only has a sentence or two by their names: a. (15 points) Jack, in his mid-30s, just graduated from the MBA program and is about to move into an executive position with a company he has worked for over the last seven years. b. (15 points) Karen, in her mid-30s, is about to ask her husband for a divorce. They were married for 10 years. c. (15 points) Will and Grace are both in their late 50s. Although they both came from large families, they decided not to have children when they met 30 years ago. A financial planner is expecting three new clients. The office assistant took their calls, but only has a sentence or two by their names: a. (15 points) Jack, in his mid-30s, just graduated from the MBA program and is about to move into an executive position with a company he has worked for over the last seven years. b. (15 points) Karen, in her mid-30s, is about to ask her husband for a divorce. They were married for 10 years. c. (15 points) Will and Grace are both in their late 50s. Although they both came from large families, they decided not to have children when they met 30 years ago. The office assistant did remember that the three clients identified one specific area of financial planning (out of the 9 listed on your business card and common to financial planners who help set up comprehensive plans) and each client's area was different from the others. Given the limited description you have for the three clients, make your best guess as to which area they most likely need help in. Note: Do not use cash flow planning for any of the clients. Make sure to identify that area as the main area and no two clients should have the same main area. Then for each of them, give two additional topics you believe are important to bring up. The two additional topics can be related to the main area or another area. A financial planner is expecting three new clients. The office assistant took their calls, but only has a sentence or two by their names: a. (15 points) Jack, in his mid-30s, just graduated from the MBA program and is about to move into an executive position with a company he has worked for over the last seven years. b. (15 points) Karen, in her mid-30s, is about to ask her husband for a divorce. They were married for 10 years. c. (15 points) Will and Grace are both in their late 50s. Although they both came from large families, they decided not to have children when they met 30 years ago. A financial planner is expecting three new clients. The office assistant took their calls, but only has a sentence or two by their names: a. (15 points) Jack, in his mid-30s, just graduated from the MBA program and is about to move into an executive position with a company he has worked for over the last seven years. b. (15 points) Karen, in her mid-30s, is about to ask her husband for a divorce. They were married for 10 years. c. (15 points) Will and Grace are both in their late 50s. Although they both came from large families, they decided not to have children when they met 30 years ago. The office assistant did remember that the three clients identified one specific area of financial planning (out of the 9 listed on your business card and common to financial planners who help set up comprehensive plans) and each client's area was different from the others. Given the limited description you have for the three clients, make your best guess as to which area they most likely need help in. Note: Do not use cash flow planning for any of the clients. Make sure to identify that area as the main area and no two clients should have the same main area. Then for each of them, give two additional topics you believe are important to bring up. The two additional topics can be related to the main area or another area
