Choose a client or yourself. For confidentiality purposes use afictitious name.

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Choose a client or yourself. For confidentiality purposes use afictitious name. Prepare a personal budget balance sheet and cashflow statement. Write a memo that includes the following: A summaryof the facts including ages of the client spouse and dependents;educational background; income status of client and spouse; and twomajor concerns and goals. Summary of key items and findings fromthe personal budget balance sheet and cash flow statement.Recommendations and support for improving the financial situationClick the Assignment Files tab to submit your assignment.

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