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Drew recently met with his financial advisor to develop a financial plan for the first time, and was advised during the process that he needed
Drew recently met with his financial advisor to develop a financial plan for the first time, and was advised during the process that he needed to immediately rebalance his retirement portfolio and to add International Stocks. Acting on his advisor's recommendation, Drew called his stock broker and selected the Asian Large Growth Index Fund. Drew's actions (calling his broker and instructing him to "buy now!") indicates that he is in the stage of the financial planning process. Select one: O Feedback and Advice Stage Final Results Stage O Implementation Stage O Revise and Monitor Stage
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