{"id":111302,"date":"2023-05-10t13:00:10","date_gmt":"2023-05-10t17:00:10","guid":{"rendered":"\/\/www.g005e.com\/?p=111302"},"modified":"2024-08-27t17:02:27","modified_gmt":"2024-08-27t21:02:27","slug":"28-data-points-for-a-financial-planning-discussion","status":"publish","type":"post","link":"\/\/www.g005e.com\/2023\/05\/10\/28-data-points-for-a-financial-planning-discussion\/","title":{"rendered":"28 data points for a financial planning discussion"},"content":{"rendered":"<p><a class=\"external\" href=\"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2016\/02\/checklist_dollarphotoclub_73243470.jpg\" target=\"_blank\" rel=\"noopener\"><img loading=\"lazy\" decoding=\"async\" class=\"alignright wp-image-47397\" src=\"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2016\/02\/checklist_dollarphotoclub_73243470-424x640.jpg\" alt=\"green checks being made on checklist\" width=\"215\" height=\"324\" \/><\/a><strong>the list is long, but it will get your clients thinking.<\/strong><\/p>\n<p><i>by ed mendlowitz<\/i><br \/>\n<a href=\"\/\/www.g005e.com\/?s=mendlowitz&amp;s_cs=true\"><i>the 卡塔尔世界杯常规比赛时间 practice doctor<\/i><\/a><\/p>\n<p>you have a client who is open to financial planning, but how do you get started?<\/p>\n<blockquote><p><b>more on marketing: <\/b><a href=\"\/\/www.g005e.com\/2023\/05\/03\/every-client-can-use-financial-planning\/\">every client can use financial planning<\/a> | <a href=\"\/\/www.g005e.com\/2023\/04\/26\/four-reason-to-perform-tax-projections\/\">four reasons to perform tax projections<\/a> | <a href=\"\/\/www.g005e.com\/2023\/04\/19\/four-additional-services-to-suggest\/\">four additional services to suggest<\/a><br \/>\n<strong><img loading=\"lazy\" decoding=\"async\" class=\"alignleft wp-image-49700 size-full\" src=\"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2016\/08\/yellow_key_clip_art-e1375897299811-36p-hi-1-e1603911598474.jpg\" alt=\"goprocpa.com\" width=\"39\" height=\"16\" \/><span style=\"color: #b79c00;\">exclusively for pro members. <\/span><\/strong><span style=\"color: #b79c00;\"><a style=\"color: #b79c00;\" href=\"\/\/www.g005e.com\/wp-login.php?redirect_to=\/\/www.g005e.com\/2023\/05\/10\/28-data-points-for-a-financial-planning-discussion\/\">log in here<\/a> or <a class=\"external\" style=\"color: #b79c00;\" href=\"http:\/\/goprocpa.com\/\" target=\"_blank\" rel=\"noopener\">2022世界杯足球排名 today<\/a>.<\/span><\/p><\/blockquote>\n<p>here is a checklist that can be provided to a client requesting information for a comprehensive financial planning engagement.<br \/>\n <a href=\"\/\/www.g005e.com\/2023\/05\/10\/28-data-points-for-a-financial-planning-discussion\/#more-111302\" class=\"more-link\">read more &rarr;<\/a><\/p>\n<div class='shareinpost'><ul class=\"socialwrap row\"><li class=\"icon_text\"><a  rel='nofollow'  target='_blank'  title='https:\/\/www.facebook.com'  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href='http:\/\/www.linkedin.com\/sharearticle?mini=true&amp;url=https%3a%2f%2fwww.g005e.com%2f2023%2f05%2f10%2f28-data-points-for-a-financial-planning-discussion%2f&amp;title=28+data+points+for+a+financial+planning+discussion&amp;summary=the+list+is+long%2c+but+it+will+get+your+clients+thinking.%0d%0a%0d%0aby+ed+mendlowitz%0d%0athe+cpa+trendlines+practice+doctor%0d%0a%0d%0ayou+have+a+client+who+is+open+to+financial+planning%2c+but+how+do+you+get+started%3f%0d%0amore+on+marketing%3a+every+client+can+use+financial+planning+%7c+four+reasons+to+perform+tax+projections+%7c+four+additional+ser'  ><img  src='\/\/www.g005e.com\/wp-content\/plugins\/share-and-follow\/images\/blank.gif'  height='24' width='24'  class='image-24' alt='linkedin'  style='background: transparent url(\/\/www.g005e.com\/wp-content\/plugins\/share-and-follow\/default\/24\/sprite-feb-24.png) no-repeat;padding:0;margin:0;height:24px;width:24px;background-position:-850px 0px'   \/> <span class=\"head\">share on linkedin<\/span><\/a><\/li><li class=\"icon_text\"><a  rel='nofollow'  target='_blank'  title='https:\/\/twitter.com\/'  href=\"http:\/\/twitter.com\/share?url=https%3a%2f%2fwww.g005e.com%2f2023%2f05%2f10%2f28-data-points-for-a-financial-planning-discussion%2f&amp;text=%23cpa+link%3a++-+ via+%40cpa_trendlines\"  ><img  src='\/\/www.g005e.com\/wp-content\/plugins\/share-and-follow\/images\/blank.gif'  height='24' width='24'  class='image-24' alt='twitter'  style='background: transparent url(\/\/www.g005e.com\/wp-content\/plugins\/share-and-follow\/default\/24\/sprite-feb-24.png) no-repeat;padding:0;margin:0;height:24px;width:24px;background-position:-1625px 0px'   \/> <span class=\"head\">tweet this item<\/span><\/a><\/li><li class=\"icon_text\"><a rel=\"_self\" href=\"mailto:?subject=cpa%20trendlines%20:%2028%20data%20points%20for%20a%20financial%20planning%20discussion&amp;body=here's%20something%20worth%20seeing%20from%20\/\/www.g005e.com...\r\n\r\n\r\n\r\n%20%20\/\/www.g005e.com\/2023\/05\/10\/28-data-points-for-a-financial-planning-discussion\/\" title=\"email this: 28 data points for a financial planning discussion \"><img loading=\"lazy\" decoding=\"async\" src=\"\/\/www.g005e.com\/wp-content\/plugins\/share-and-follow\/images\/blank.gif\" height=\"24\"  width=\"24\" style=\"background: transparent url(\/\/www.g005e.com\/wp-content\/plugins\/share-and-follow\/default\/24\/sprite-feb-24.png) no-repeat;padding:0;margin:0;height:24px;width:24px;background-position:-275px 0px\" class=\"image-24\"  alt=\"email\" \/> <span class=\"head\">email this<\/span><\/a><\/li><\/ul><div class=\"clean\"><\/div> <\/div>","protected":false},"excerpt":{"rendered":"<p><a class=\"external\" href=\"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2016\/02\/checklist_dollarphotoclub_73243470.jpg\" target=\"_blank\" rel=\"noopener\"><img loading=\"lazy\" decoding=\"async\" class=\"alignright wp-image-47397\" src=\"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2016\/02\/checklist_dollarphotoclub_73243470-424x640.jpg\" alt=\"green checks being made on checklist\" width=\"215\" height=\"324\" \/><\/a><strong>the list is long, but it will get your clients thinking.<\/strong><\/p>\n<p><i>by ed mendlowitz<\/i><br \/>\n<a href=\"\/\/www.g005e.com\/?s=mendlowitz&amp;s_cs=true\"><i>the 卡塔尔世界杯常规比赛时间 practice doctor<\/i><\/a><\/p>\n<p>you have a client who is open to financial planning, but how do you get started?<\/p>\n<blockquote>\n<p><b>more on marketing: <\/b><a href=\"\/\/www.g005e.com\/2023\/05\/03\/every-client-can-use-financial-planning\/\">every client can use financial planning<\/a> | <a href=\"\/\/www.g005e.com\/2023\/04\/26\/four-reason-to-perform-tax-projections\/\">four reasons to perform tax projections<\/a> | <a href=\"\/\/www.g005e.com\/2023\/04\/19\/four-additional-services-to-suggest\/\">four additional services to suggest<\/a><br \/>\n<strong><img loading=\"lazy\" decoding=\"async\" class=\"alignleft wp-image-49700 size-full\" src=\"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2016\/08\/yellow_key_clip_art-e1375897299811-36p-hi-1-e1603911598474.jpg\" alt=\"goprocpa.com\" width=\"39\" height=\"16\" \/><span style=\"color: #b79c00;\">exclusively for pro members. <\/span><\/strong><span style=\"color: #b79c00;\"><a style=\"color: #b79c00;\" href=\"\/\/www.g005e.com\/wp-login.php?redirect_to=\/\/www.g005e.com\/2023\/05\/10\/28-data-points-for-a-financial-planning-discussion\/\">log in here<\/a> or <a class=\"external\" style=\"color: #b79c00;\" href=\"http:\/\/goprocpa.com\/\" target=\"_blank\" rel=\"noopener\">2022世界杯足球排名 today<\/a>.<\/span><\/p>\n<\/blockquote>\n<p>here is a checklist that can be provided to a client requesting information for a comprehensive financial planning engagement.<br \/>\n <a href=\"\/\/www.g005e.com\/2023\/05\/10\/28-data-points-for-a-financial-planning-discussion\/#more-111302\" class=\"more-link\">read more &rarr;<\/a><\/p>\n<div class='shareinpost'>\n<ul class=\"socialwrap row\">\n<li class=\"icon_text\"><a  rel='nofollow'  target='_blank'  title='https:\/\/www.facebook.com'  href='http:\/\/www.facebook.com\/sharer.php?u=https%3a%2f%2fwww.g005e.com%2f2023%2f05%2f10%2f28-data-points-for-a-financial-planning-discussion%2f&amp;t=28+data+points+for+a+financial+planning+discussion'  ><img  src='\/\/www.g005e.com\/wp-content\/plugins\/share-and-follow\/images\/blank.gif'  height='24' width='24'  class='image-24' alt='facebook'  style='background: transparent url(\/\/www.g005e.com\/wp-content\/plugins\/share-and-follow\/default\/24\/sprite-feb-24.png) 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seo plugin v22.6 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>28 data points for a financial planning discussion - 卡塔尔世界杯常规比赛时间<\/title>\n<meta name=\"description\" content=\"actionable intelligence for tax, accounting, and financial professionals\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"\/\/www.g005e.com\/2023\/05\/10\/28-data-points-for-a-financial-planning-discussion\/\" \/>\n<meta property=\"og:locale\" content=\"en_us\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"28 data points for a financial planning discussion - 卡塔尔世界杯常规比赛时间\" \/>\n<meta property=\"og:description\" content=\"actionable intelligence for tax, accounting, and financial professionals\" \/>\n<meta property=\"og:url\" content=\"\/\/www.g005e.com\/2023\/05\/10\/28-data-points-for-a-financial-planning-discussion\/\" \/>\n<meta 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