The CPA Care Plan Template is a comprehensive workflow for evaluating, planning, managing, and optimizing a client's financial strategy, with integrative counseling services.
1
Identify client's financial status
2
Collect relevant financial data
3
Determine client's financial goals
4
Perform risk assessment
5
Plan and design a financial strategy
6
Approval: Financial Strategy Design
7
Implement financial strategy
8
Monitor and manage the financial strategy
9
Perform a re-evaluation of the financial status
10
Collect new financial data if necessary
11
Update client's financial strategy based on re-evaluation
12
Approval: Strategy Update
13
Provide financial counseling and education to the client
14
Make necessary adjustments to financial tasks
15
Manage active financial tasks
16
Evaluate effectiveness of financial strategy
17
Approval: effectiveness evaluation
18
Communicate and explain financial strategy to client
19
Provide ongoing financial advising services
20
Closure and final report
Identify client's financial status
This task involves gathering information about the client's current financial situation. It will help us understand their income, expenses, assets, and liabilities. This information is crucial for developing an effective financial strategy.
1
Employed
2
Unemployed
3
Self-employed
4
Retired
Collect relevant financial data
Determine client's financial goals
Perform risk assessment
Plan and design a financial strategy
Approval: Financial Strategy Design
Will be submitted for approval:
Plan and design a financial strategy
Will be submitted
Implement financial strategy
Monitor and manage the financial strategy
Perform a re-evaluation of the financial status
Collect new financial data if necessary
Update client's financial strategy based on re-evaluation
Approval: Strategy Update
Will be submitted for approval:
Perform a re-evaluation of the financial status
Will be submitted
Collect new financial data if necessary
Will be submitted
Update client's financial strategy based on re-evaluation
Will be submitted
Provide financial counseling and education to the client
Make necessary adjustments to financial tasks
Manage active financial tasks
Evaluate effectiveness of financial strategy
Approval: effectiveness evaluation
Will be submitted for approval:
Evaluate effectiveness of financial strategy
Will be submitted
Communicate and explain financial strategy to client
