When do you need the money?
![Money](https://jacklumsden.com/wp-content/uploads/2022/03/when-do-you-need-the-money.jpg)
In a meeting with a potential client, they asked, “How should I invest the money I just received?” The key issues to review are: What is the money for? When do they need it? Situation: They had just received $400,000 income from a company they were associated with. Due to the structure of the business, […]