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Clients that have multiple goals will a.Replicate the decision making process for each goal. b.Rely on modeling to help them determine which goal to focus
Clients that have multiple goals will
a.Replicate the decision making process for each goal.
b.Rely on modeling to help them determine which goal to focus on.
c.Follow a decision making process that may include prioritization of decisions and unique processes for each goal.
d.Rely on the financial planner to prioritize their goals and frame the recommendations so that his priorities are clear.
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