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SOC CSS Worksheet Situation: Who When What Why WhereDesired Outcome:OptionsConsequencesChoicesStrategy: Action Plan (choose the option)Simulation Select Simulation OutcomesFollowUpAdapted from Rosa,
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To fill out the SOC-CSS worksheet, follow these steps:
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Gather all relevant financial information, including income, expenses, and assets.
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Financial advisors, accountants, and lenders may also require the SOC-CSS worksheet to analyze an individual's financial situation and provide appropriate advice or services.
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