14 Rules for Writing Multiple-Choice Questions - BYU Testing 2025

1. Click ‘Get Form’ to open it in the editor.
2. Begin by filling out the 'Client Information' section. Enter your name, date of birth, address, and contact details. This foundational information is crucial for tailoring your financial plan.
3. Proceed to the 'Discovery Questions' section. Answer each question thoughtfully, as they are designed to uncover your financial goals and concerns.
4. In the 'Assets' section, list all personal and investment assets along with their values. This will help in assessing your overall financial situation.
5. Move on to the 'Liabilities' section. Document any debts or obligations you have, including mortgages and loans, which will provide a clearer picture of your net worth.
6. Complete the 'Income' section by detailing all sources of income. This includes salaries, bonuses, and any other earnings that contribute to your financial landscape.
7. Finally, review all sections for accuracy before saving or sharing your completed document directly from our platform.

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