Question

Stephanie, a CFP professional, is in the process of analyzing and evaluating her client's financial status. As a financial planning practitioner, she has analyzed the information to gain an understanding of the client's current financial situation. What would be the most logical next step in her analysis? a. Determine to what extent the client's goals, needs, and priorities can be met by the client's resources and current course of action b. The client should consult an attorney to draft any required legal documents. c. The practitioner needs to ask for testimonials and endorsements in order to grow her business. d. Determine what financial products would be appropriate in the implementation of the financial plan

Answer 1

A..Determine to what extent the client's goals, needs and priorities can be met by the client's resources and current course of action.

The next step in her analysis would be to:

Determine the extent the client's goals, needs and priorities can be met by the client's resources and current course of action.