What is the clients responsibility during the financial planning process? To interpret all the information that

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What is the client’s responsibility during the financial planning process?

• To interpret all the information that is gathered.

• To provide the professional with all requested information.

• To pay their fees.

• To implement the financial plan.

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Fundamentals Of Financial Planning

ISBN: 9781936602094

3rd Edition

Authors: Michael A Dalton, Joseph Gillice

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