If the feasibility check fails, personal financial planners can apply their knowledge and
experience to balance the financial situation. They can take actions which adjust to the fi-
nancial structure by changing requirements to a feasible to-be concept, by changing future
expenses (such as expenses for a car), or by alternative financing expenses (for example, by
enhancement of revenues). These actions may be necessary to ensure that the main financial
goals are fulfilled.
Measures to Take
Financial goals of a client determine the planning steps as gathered in the section ???Determining
a Feasible To-Be Concept??? and activities to achieve a feasible to-be concept.
Figure 7. Basic use case analysis model elements
DATA EVALUATION
BUILD BALANCE SHEET
BUILD INCOME STATEMENT
INCOME
EXPENSE
ASSET
LIABILITY
0 Braun & Schm dt
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of Idea Group Inc. is prohibited.
UML Diagrams
In this section, we will elaborate the use case, Determining the client??™s financial status: Data
evaluation, as an example of the UML diagram.
The class diagram in Figure 7 shows a first-pass analysis model for the use case, Determining
the client??™s financial status: Data evaluation.
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