Lisa Cooper recently came to your office for her second appointment after receiving your engagement letter. During the meeting you collect several documents from her including her prior year tax returns, estate planning documents, and investment statements and history. You also worked with her on identifying her goals and objectives. Which of the following is the next step in the financial planning process?

a. Establish and define the client relationship.

b. Analyze and evaluate the client’s financial status.

c. Implementing the financial plan recommendations.

d. Developing and presenting the financial plan recommendations.