In the traditional 6 step Financial Planning Process, at what step would the planner ask the...
In the traditional 6 step Financial Planning Process, at what step would the planner ask the clients to provide copies of their financial account statements?
Step 1.
Step 2
Step 3.
Step 4.
Step 5.
Step 6.
Homework Answers
Option, Step 2.
Reason; The six steps of financial planning are:
1. Establishing a relationship with the client
2. Collecting the clients data
3. Analyzing the data
4. Developing a financial plan
5. Implement the plan
6. Monitoring the plan.
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