Question: 3 3. Joe has a financial plan prepared by a professional financial planner. What is the order of steps that the planner took? 1. Establish
3 3. Joe has a financial plan prepared by a professional financial planner. What is the order of steps that the planner took? 1. Establish client goals 2 Gather data 3. Present recommendations 4. Develop recommendations 5. Analyze client's financial status, 6. Implement chosen alternative recommendations. 7. Monitor plan a. 1,2,3,4,5,6,7 b. 3, 1, 2, 4, 5, 6, 7 c. 1,3,2, 4, 5, 6, 7 d. 2, 1, 5, 4, 3, 6, 7
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