Financial Planning Steps: EGADIM

Financial Planning Steps: EGADIM

Type of document      Essay

1 Page Double Spaced (approx 275 words per page)

Subject area      Finance

Academic Level          Undergraduate

Style    APA

Number of sources/references          1

Order description:

Write a short (1-2 page) fictional narrative of a client/planner interaction that accurately follows the steps of the financial planning process. A successful assignment will not necessarily show technical proficiency in products or techniques, but will briefly describe a scenario in which the steps (EGADIM) are completed in order.