Question
Review all the information you have learned about Nick and Karen. Decide what goals you will need to solve for in your financial plan. Write
Review all the information you have learned about Nick and Karen. Decide what goals you will need to solve for in your financial plan. Write each goal out as a S.M.A.R.T. goal. Remember, some goals they have specified are important to them, and others, you may be bringing to their attention. List the goals in priority order and explain your rationale to Nick and Karen. Add a summary at the bottom regarding their overall financial situation and weather you feel they are currently on track to meet their goals. If not, indicate whether you think their goals are attainable. Provide analysis to support your view. Kindly submit your presentation in .doc or .pdf format.
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