Once any changes have been noted, it is time to assess what impact, if any, they will have on the original property investment strategy. An effective method of doing this is for you to work with the client as if for the first time. Just as the data from the Fact Finder determined the original recommendations, now the actual property investment needs to be assessed against any changes to that data. The fact finder will need to be updated accordingly as the documented record of the changes.
You need to ask: