Joe has a financial plan prepared by a professional financial A planner. What is the...
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Joe has a financial plan prepared by a professional financial A planner. What is the order of steps that the planner took? 1. Establish client goals. 2. Gather data. 3. Present recommendations. 4. Develop recommendations. 5. Analyze client's financial status. 6. Implement chosen alternative recommendations. 7. Monitor plan. O 1, 2, 3, 4, 5, 6, 7. O 2,1,5, 4, 3, 6, 7. O 1,3,2,4,5,6,7 O 3, 1, 2, 4, 5, 6, 7
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