Financial planning denotes a process a. of determining whether and how an individual can meet life goals

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Financial planning denotes a process

a. of determining whether and how an individual can meet life goals through the proper management of financial resources

b. of creating recommendations suitable for clients to solve financial problems

c. identifying financial products to solve any problem a client may have

d. helping clients leverage their financial resources to optimize their estates at death.

Related Book For answer-question

Advanced Accounting

ISBN: 978-1118037911

1st Canadian Edition

Authors: Gail Fayerman

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Posted Date: Dec 07, 2023 04:34 AM

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Financial planning denotes a process a. of determining whether and how an individual can meet life goals

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