The strategic approach is a needs versus wants directed financial plan based on the client's mission statement

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The strategic approach is a needs versus wants directed financial plan based on the client's mission statement and goals.

a. True

b. False

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Fundamentals Of Financial Planning

ISBN: 9781936602094

3rd Edition

Authors: Michael A Dalton, Joseph Gillice

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Question Posted: Sep 11, 2024 05:01 AM

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The strategic approach is a needs versus wants directed financial plan based on the client's mission statement

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Fundamentals Of Financial Planning

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