Client$-$Based Recommendations Recommendations given by the planner to a junior planning who is learning the planning process. Recommendations given to a client just before gathering client goals. These recommendations help to lay the foundation for the planner$/$client relationship and will be adjusted as the planning process progresses. Recommendations made by the planner that are matched to the client's goals. These recommendations can be adjusted by the planner to account for probable outcomes and effects on the client's situation. Recommendations given to use a particular planner when the client has determined they are trustworthy, reliable, and knowledgeable.