This is when the plan is put to use. Executing the plan and delegating the tasks is completed. Communicating the nursing diagnoses, care plan, interventions, and expected outcomes to the team is paramount. The team should document their work and the patient’s responses to the interventions and report to the nurse periodically. |
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The strategies, products and investment vehicles determined in the comprehensive financial plan are to now be utilized. Communicating to all of those involved (i.e. the client, insurance broker, retirement plan representative, banker, attorney, accountant, etc) is very important to assuring the client receives the deliverables detailed in their comprehensive financial plan. Allocating the clients assets to better provide for a more secure financial footing is being established in this stage. |
