Question: he first two steps in the financial planning process are: a) Establish and define client planner relationship and gather client data. b) Establish and define
| he first two steps in the financial planning process are: |
a) Establish and define client planner relationship and gather client data. b) Establish and define client planner relationship and analyze client data. c) Establish and define client planner relationship and monitor clients current plan. d) Establish and define client planner relationship and develop and present recommendations.
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