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During the introductory meeting with your new clients, Susan and Willie Van Eck, you noticed that Willie is very detail oriented while Susan appeared to
During the introductory meeting with your new clients, Susan and Willie Van Eck, you noticed that Willie is very detail oriented while Susan appeared to be more of a generalist and a visual learner. As you work with this couple you plan on using a combination of approaches; however, which approaches to financial planning would be particularly well suited for Susan? 1. Metrics approach 2. Life cycle approach 3. Cash flow approach 4. Financial statement and ratio approach 5. Pie chart approach 1, 2, and 3 1, 3, and 4 3 and 4 2 and 5
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