We seek to find one thing, or the most important thing to the work we are doing. This will give the coaching advisor the feeling on what specific path to take in the next step. Now it is time to be a true professional advisor and financial coach to the client. In this stage you seek to get the client to get engaged, energized, and moving in an appropriate direction. Here we begin the plan.
Case has the same implication of a legal case.
Case implies beginning and ending. They seek a wise director in the drama of their lives. Be that person. No I am not talking about the closing words in the service at your place of worship. But I am speaking of doing what the word means.