Question: The Six-Step Financial Planning process is a process which financial planners use to furnish advice to clients. Please indicate in which step of this process
The Six-Step Financial Planning process is a process which financial planners use to furnish advice to clients. Please indicate in which step of this process would the following action take place: The financial planner has to determine the client's financial needs and objectives, such as the client's insurance needs
A. Step 4
B. Step 3
C.Step 2
D.Step 5
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