Go over recommendations with your Financial Coach
So we’ve gone over the financial data, we’ve gone over the modeling and forecasting, now is the time to put it all together on paper (or in this case pdf). We show the math as well as give you insights into what you can look forward to in the future. We provide our deep analysis in the observations section so you know that we have thought through what all the math and charts mean. Finally, we go into your next steps and provide you with the takeaway items you need to achieve financial success.