Harvey, a CFP professional, is introduced to Chris, a 35-year-old single business owner. Chris has $25,000 in

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Harvey, a CFP professional, is introduced to Chris, a 35-year-old single business owner. Chris has $25,000 in investable assets and a $5,000 student loan. In addition, she would like to open an additional location in the next three to five years. What is the least important action for Harvey? Review her Social Security statement. Discuss a plan to pay off her student loan. Open a new money market mutual fund for Chris. Complete a risk-return questionnaire with Chris

Posted Date: May 18, 2024 09:13 PM

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Harvey, a CFP professional, is introduced to Chris, a 35-year-old single business owner. Chris has $25,000 in

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