Assess the client's’ current financial condition. Identify the major Strengths, Weaknesses, Opportunities, and Threats. (SWOT)
Identify and disclose specific assumptions used in analyzing each goal and need.
Discuss the resolution of any conflicts between the clients’ goals and needs, and the ability to satisfy them due to financial or other constraints.
Identify the extent to which other professionals are required to implement any recommendations.
Conclude by stating your recommendations and implementation plan.
Develop a solution(s) to the case, provided by the instructor. Each case study must have a title page, content, and reference page. (There should be a minimum of three to four references for each case study.) The total page count of each case study should be 4 to 6 pages (1,200 to 1,800 words).
Sample Solution