Bill is 63, very wealthy and has one child from his current…

Bill is 63, very wealthy and has one child from his current marriage with Hillary. He also has a child from a previous relationship that Hillary is unaware of. Bill’s investment portfolio and pension assets are held in a variety of accounts for which no overall plan has been developed. Bill, being kind and generous, has asked Monica, a CFP® professional, to assist him in maximizing his children’s inheritance while ensuring that Hillary is financially comfortable for the remainder of her life. All of the following items are relevant to determining if this engagement constitutes financial planning or material elements of the financial planning process EXCEPT:

What is the area of the yard? Hint: this is a composite shap…

What is the area of the yard? Hint: this is a composite shape and can be broken into two regular shapes to calculate their areas.  Note: If you are unable to see the image, please click on the screen-pic below: https://gyazo.com/9623011dc5900362e0065941e4c153ef

What is the area of the yard? Hint: this is a composite shap…

What is the area of the yard? Hint: this is a composite shape and can be broken into two regular shapes to calculate their areas.  Note: If you are unable to see the image, please click on the screen-pic below: https://gyazo.com/9623011dc5900362e0065941e4c153ef