Question: After a Financial Planner ( FP ) and their Client create a Financial Plan together that they are both happy with the FP will actively
After a Financial Planner FP and their Client create a Financial Plan together that they are both happy with the FP will actively monitor progress and make and adjustments to the plan as necessary. However, even the best plans may become less effective as circumstances change. Group the listed items into the two categories of change:
Legal changes
Tax changes
Economic changes
Family changes
New home
Career changes
A Changes largely out of your control
B Changes you can reasonably foresee and influence
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