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O*NET detailed work activityDevelop financial plans for clients
AI-assistPlan & schedule
4 jobs8 tasks
AI can lay out options, timelines and checklists to react to. Fitting it to your people, budget and situation is your call.
Part of Develop financial or business plans, under the O*NET work activity group Thinking Creatively. Individual tasks below can carry a different label when their own wording calls for it (0 AI-ready, 8 AI-assist, 0 stays human).
Tasks built on this activity
- Create debt management plans, spending plans, or budgets to assist clients to meet financial goals.
- Prioritize client debt repayment to avoid dire consequences, such as bankruptcy or foreclosure or to reduce overall costs, such as by paying high-interest or short-term loans first.
- Work with clients to identify their financial goals and to find ways of reaching those goals.
- Create action plans to assist clients in obtaining permanent housing via rent or mortgage programs.
- Determine appropriate methods of debt settlement, such as offers of compromise, wage garnishment, or seizure and sale of property.
- Establish payment priorities according to credit terms and interest rates to reduce clients' overall costs.
- Conduct research to help clients avoid repossessions or foreclosures or remove levies or wage garnishments.