Matches in SemOpenAlex for { <https://semopenalex.org/work/W4253632411> ?p ?o ?g. }
Showing items 1 to 74 of
74
with 100 items per page.
- W4253632411 endingPage "634" @default.
- W4253632411 startingPage "625" @default.
- W4253632411 abstract "CHAPTER 73 Analyzing and Evaluating the Client's Current Financial Status Book Editor(s):Charles R. Chaffin EdD, Charles R. Chaffin EdDSearch for more papers by this author First published: 03 August 2015 https://doi.org/10.1002/9781119642497.ch73 AboutPDFPDF ToolsRequest permissionExport citationAdd to favoritesTrack citation ShareShareShare a linkShare onFacebookTwitterLinked InRedditWechat Summary The objective analysis and evaluation of the client's financial situation forms the foundation for the recommendations that a planner will ultimately make. Thorough analysis of the client's current financial condition also serves the planner in several ways. It increases the efficiency and accuracy of recommendations and should provide increased conformity across clients and planners in an office for both accuracy and compliance concerns. Objective analysis and evaluation also help protect the practitioner from future liability issues. The first step after reviewing assumptions behind the plan is often to evaluate the financial status of the client. The purpose of creating and evaluating financial statements is to measure the extent to which a given client compares with income and asset peers. There are innumerable risks clients face as they work to achieve their objectives, some of which can be ameliorated with the use of insurance. Financial Planning Competency Handbook, Second Edition RelatedInformation" @default.
- W4253632411 created "2022-05-12" @default.
- W4253632411 date "2015-08-03" @default.
- W4253632411 modified "2023-10-16" @default.
- W4253632411 title "Analyzing and Evaluating the Client's Current Financial Status" @default.
- W4253632411 doi "https://doi.org/10.1002/9781119642497.ch73" @default.
- W4253632411 hasPublicationYear "2015" @default.
- W4253632411 type Work @default.
- W4253632411 citedByCount "0" @default.
- W4253632411 crossrefType "other" @default.
- W4253632411 hasConcept C10138342 @default.
- W4253632411 hasConcept C121955636 @default.
- W4253632411 hasConcept C127413603 @default.
- W4253632411 hasConcept C142172996 @default.
- W4253632411 hasConcept C144024400 @default.
- W4253632411 hasConcept C144133560 @default.
- W4253632411 hasConcept C162118730 @default.
- W4253632411 hasConcept C166957645 @default.
- W4253632411 hasConcept C17744445 @default.
- W4253632411 hasConcept C18762648 @default.
- W4253632411 hasConcept C199360897 @default.
- W4253632411 hasConcept C199539241 @default.
- W4253632411 hasConcept C2776505523 @default.
- W4253632411 hasConcept C2776999362 @default.
- W4253632411 hasConcept C2777834853 @default.
- W4253632411 hasConcept C2779304628 @default.
- W4253632411 hasConcept C36289849 @default.
- W4253632411 hasConcept C38652104 @default.
- W4253632411 hasConcept C41008148 @default.
- W4253632411 hasConcept C70179600 @default.
- W4253632411 hasConcept C76178495 @default.
- W4253632411 hasConcept C78519656 @default.
- W4253632411 hasConcept C95457728 @default.
- W4253632411 hasConceptScore W4253632411C10138342 @default.
- W4253632411 hasConceptScore W4253632411C121955636 @default.
- W4253632411 hasConceptScore W4253632411C127413603 @default.
- W4253632411 hasConceptScore W4253632411C142172996 @default.
- W4253632411 hasConceptScore W4253632411C144024400 @default.
- W4253632411 hasConceptScore W4253632411C144133560 @default.
- W4253632411 hasConceptScore W4253632411C162118730 @default.
- W4253632411 hasConceptScore W4253632411C166957645 @default.
- W4253632411 hasConceptScore W4253632411C17744445 @default.
- W4253632411 hasConceptScore W4253632411C18762648 @default.
- W4253632411 hasConceptScore W4253632411C199360897 @default.
- W4253632411 hasConceptScore W4253632411C199539241 @default.
- W4253632411 hasConceptScore W4253632411C2776505523 @default.
- W4253632411 hasConceptScore W4253632411C2776999362 @default.
- W4253632411 hasConceptScore W4253632411C2777834853 @default.
- W4253632411 hasConceptScore W4253632411C2779304628 @default.
- W4253632411 hasConceptScore W4253632411C36289849 @default.
- W4253632411 hasConceptScore W4253632411C38652104 @default.
- W4253632411 hasConceptScore W4253632411C41008148 @default.
- W4253632411 hasConceptScore W4253632411C70179600 @default.
- W4253632411 hasConceptScore W4253632411C76178495 @default.
- W4253632411 hasConceptScore W4253632411C78519656 @default.
- W4253632411 hasConceptScore W4253632411C95457728 @default.
- W4253632411 hasLocation W42536324111 @default.
- W4253632411 hasOpenAccess W4253632411 @default.
- W4253632411 hasPrimaryLocation W42536324111 @default.
- W4253632411 hasRelatedWork W2363916690 @default.
- W4253632411 hasRelatedWork W2375700165 @default.
- W4253632411 hasRelatedWork W2482717703 @default.
- W4253632411 hasRelatedWork W3124314665 @default.
- W4253632411 hasRelatedWork W3137375925 @default.
- W4253632411 hasRelatedWork W411415452 @default.
- W4253632411 hasRelatedWork W4225142510 @default.
- W4253632411 hasRelatedWork W4244469066 @default.
- W4253632411 hasRelatedWork W655284708 @default.
- W4253632411 hasRelatedWork W3032417826 @default.
- W4253632411 isParatext "false" @default.
- W4253632411 isRetracted "false" @default.
- W4253632411 workType "other" @default.