NO.PZ202410180200004802
问题如下：
Discuss the issue of goal prioritization for Green regarding his retirement vacation home and the children’s education.
解释：
Green emphasizes the importance of funding his daughters' college education. Yet, he is also would like to purchase a vacation home in the next three months, and he's aware of impending retirement expenses starting in five years. Clients frequently face overlapping goals. While Green's desire for a vacation home and his daughters' education are immediate and short-term, he can't overlook long-term retirement and healthcare expenses. Funds expended in the short-term may endanger long-term goals. Wealth managers are positioned to guide their clients in prioritizing and realizing their goals.
Green faces competing financial goals: funding his daughters' college education (a priority), purchasing a vacation home within three months (short-term desire), and preparing for retirement expenses in five years (long-term need).
Wealth managers can help prioritize these overlapping objectives, as short-term spending may compromise long-term security.
