A client provides a current personal balance sheet to the financial planner during the initial...
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Finance
A client provides a current personal balance sheet to the financial planner during the initial data gathering phase of the financial planning process. This financial statement will enable the financial planner to gain an understanding of all of the following EXCEPT the:
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Client's use of debt
Client's liquidity position
Diversification of the client's assets
Size of the client's net cash flow
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