Question: QUESTION 3Sean's new client, Li , is meeting with him for a planning session. Sean has a summary of their prior meeting where they identified
QUESTION 3Sean's new client, Li , is meeting with him for a planning session. Sean has a summary of their prior meeting where they identified Li's life issues. In this meeting, he needs to identify the level of risk that Li can accept in a financial plan. What part of bridging to financial discovery is Sean focused on? a. Converting financial wealth to income.b. Protecting financial wealth.c. Protecting lifestyle.d. Accumulating financial wealth.
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