Your client, bob, engaged you to him arrange his financial situation. during the course of your meetings you sold bob a disability insurance policy. which part of the financial planning process were you engaged in?

As a finance manager at allsports communication, charlie worries about the firm's borrowing requirements for the upcoming year. he knows the benefit of estimating allsports' cash disbursements and short-term investment expectations. facing these concerns, a(n) would provide charlie with valuable information by providing a good estimation of whether the firm will need to do short-term borrowing. capital budget cash budget operating budget line item budget