Financial Planner Software
As a Certified Financial Planner, what questions would you ask your client?
Male, 30 yrs. old
married w/one child (age 3)
sole wage earner
Have 3 competing job offers (software engineer)
1. For Dell in Austin
salary: $150,000
401(K): maximum employee match
2. For HP in San Francisco
salary: $175,000
401(K): match 3% of empl. contributions
3. City of San Angelo
salary: $125,000
401(K): 7% employee w/2 to 1 match by employer;
51/2% annually; vest in 5 years
Def’d benefit plan
Husbands parents are wealthy
In their 70’s
He is the only child.
Now, what questions would you ask your client based on the info. I have given you?
What advice or options would you give?
Do you see any problems with the info. I have given you?
The info seems ok. But what is he trying to do? What are his future plans? How much money has put aside? What are his goals? His parents are wealthy. What does that mean for him? Will he be moving? When will he make a decision with respect to the job choices? What will his decision be based upon? What information is he looking to get? What does he want to know? What questions does he have? What fears does he have? What is his comfortable risk level? What is his experience with investing? Is he interested in investing? How much money does he need to support his lifestyle?
free personal Financial Planner software
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