Reference no: EM131247144
Find the case study for the Bedo's. I need to fill out the different excel sheets that vary from income statements to financial planning on education, life, estate, and insurance.
INTRODUCING THE BEDO CASE STUDY
The purpose of this narrative is to provide you with the information needed to write a comprehensive financial plan for your clients, Tyler and Mia Bedo. By studying this case, you should have a relatively solid understanding of the types of personal and financial information that a planner needs to write a comprehensive financial plan. It will become increasingly important for you to have a clear understanding of the case facts.
As you read through the case, you should make a concerted effort to highlight and note any special assumptions presented. Strive to be inquisitive and to anticipate how certain case facts and assumptions might influence your choice of strategies, the development of interrelated recommendations, the implementation of recommendations, and future monitoring actions. Train yourself to identify the client's financial strengths and weaknesses. This list will help ensure that the Bedos' stated- and even unrecognized-financial goals and objectives have been addressed.
By the end of the planning process, you should be able to collaborate with the Bedos to prioritize their goals, and objectives, determine the net impact of strategies on cash flow and net worth, and develop a clearly delineated implementation plan that will enable them to accomplish their primary financial aspirations. And in doing so, you will chart a course that could change the Bedos' financial lives and establish the foundation of a long-term planner-client relationship.
Attachment:- Assignment.rar
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