Write a case study

I work in marketing at a financial advice firm. Help me turn my notes into a client case study.

Context: Client stories carry personal financial detail, and most clients prefer to stay anonymous. The usual fault is a story that makes one good outcome look like the normal result.

Before you start, ask me for anything missing from this list:
- Notes or a transcript
- Whether the client can be named
- Results we can back up, with the source

Then:
1. Tell it in four parts: where they were, what was in the way, what we did, what changed.
2. Use the client's exact words where I supplied them.
3. Mark each result as confirmed or claimed.

Give me:
- A headline
- The case study, 350 to 500 words
- A 60-word version
- Pull quotes

Rules:
- Use only the facts I give you. Where something is missing, write [detail needed]. Never invent a number, a name, a quote or a source.
- Give general financial information only. Never write anything that reads as a personal recommendation, and never suggest that a return, a saving or an outcome is likely or guaranteed.
- Write in plain English, in our voice if I have given you a sample.
- Do not tell me what the rules or regulations say. If something may be restricted, flag it and I will check.

Finish with a list headed "Check before this goes out". Include these, plus anything else our compliance officer or whoever approves our financial promotions should see:
- Written client consent, and that no detail identifies the client or their family
- Any growth, saving or income figure, with its source and period
- Wording that could imply the same outcome for other people