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Use Money Guide Pro to complete the financial Plan for your fictitious self. describe theclient 'fictitious self. This should include your basic goals. Remember everyonehas
Use Money Guide Pro to complete the financial Plan for your fictitious self.
- describe theclient 'fictitious self". This should include your basic goals. Remember everyonehas retirement goal. You will have at least2 other goals to be realistic.
- Some examplesof goals; Long-term:retirement at 65, collegeeducationfunding, charitable donation
- Medium/Short-term; Car purchase; Wedding;buyinga home;adequate insurance;
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