Qualitative and Quantitative Information Flashcards
1
Q
client’s health
A
qualitative
2
Q
client’s age
A
quantitative
3
Q
life expectancy
A
qualitative
4
Q
family circumstances
A
qualitative
5
Q
values
A
qualitative
6
Q
attitudes
A
qualitative
7
Q
expectations
A
qualitative
8
Q
earnings potential
A
qualitative
9
Q
risk tolerance
A
qualitative
10
Q
goals
A
qualitative
11
Q
needs
A
qualitative
12
Q
priorities
A
qualitative
13
Q
current course of action
A
qualitative
14
Q
dependents
A
quantitative
15
Q
other professional advisors
A
quantitative
16
Q
income
A
quantitative
17
Q
expenses
A
quantitative
18
Q
cash flow
A
quantitative
19
Q
savings
A
quantitative
20
Q
assets
A
quantitative
21
Q
liabilities
A
quantitative
22
Q
available resources
A
quantitative
23
Q
liquidity
A
quantitative
24
Q
taxes
A
quantitative
25
employee benefits
quantitative
26
government benefits
quantitative
27
insurance coverage
quantitative
28
estate plans
quantitative
29
education accounts
quantitative
30
retirement accounts
quantitative
31
capacity for risk
quantitative
