Book reference is CH 1
Prior to beginning this assignment, review all the requirements of the Personal Financial Plan report that is due incrementally in Weeks 2, 3, and 4, and the Personal Financial Plan Presentation due in Week 5.
For this assignment, you will schedule an initial interview with the client whose finances will serve as the basis for the Week 4 Financial Plan assignment, and collect all necessary and relevant qualitative and quantitative information from them that is required to develop a financial plan.
For specifications that will guide your selection of the client, review the Week 4 Financial Plan assignment now.
As specified in the bulleted requirements below, schedule the initial client interview to take place sufficiently early in Week 2 to allow time for you to report on the interview for the Week 2 Assignment. If an additional interview or interviews are required, you can schedule these during the initial interview.
For the Schedule and Prepare Client Interview assignment,
Provide the date, time, and venue for an initial interview to take place no later than Day 3 of Week 2. (“Venue” refers to whether the interview will take place in an office or residence, by phone, or by Web conference.)
Draft 20 interview questions that will help your client or clients assess their current financial situation and goals. 20 questions is a minimum; you will likely need to ask more questions to gain insight about your client’s financial condition and goals.
Identify any challenges or difficulties you anticipate in gathering specific types of information.
Explain your strategy for anticipating and overcoming these difficulties.
The Schedule and Prepare Client Interview assignment