Question
Let's say for instance that you employed as a financial planner and you just completed a meeting with a client named Jackie. Jackie is 30
Let's say for instance that you employed as a financial planner and you just completed a meeting with a client named Jackie. Jackie is 30 years old. She is single and has a job. You are helping Jackie in evaluating Jackie financial statements, and identifying goals. Jackie has the following financial issues that Jackie needs to deal with:
- Does not have life insurance
- Does not have disability insurance
- Jackie monthly debt payments for her car loan and credit card loans are equal to 42% of her gross monthly income
- Jackie lacks an emergency fund
- Does not have any form of emergency fund
Jackie is asking you to tell her which of these 5 issue needs to be addressed first, second, third, etc. Jackie also needs notified why you addressed these in the order selected.
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