Financial Planning Case Competition Process for Public Health   1) Read the case   2) Create a Profile - Include the client(s) names, ages, dates of birth, employment etc.   3) Goals - Identify the goals that are presented in the case, assess their level of priority and order the goals accordingly. The most important goals should be presented first. Order Goal Timeframe Amount 1 2 3   There may be times when the clients place different priority on ... More