Identify the following phases, in chronological order, as they occur in the PFP process: Recommend actions
Question:
Identify the following phases, in chronological order, as they occur in the PFP process:
• Recommend actions
• Update the plan
• Monitor the plan
• Implement the plan
• Analyze and evaluate data
• Establish and define client-planner relationship
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Related Book For
Essentials Of Personal Financial Planning
ISBN: 9781945498237
1st Edition
Authors: Susan M. Tillery, Thomas N. Tillery
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