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Even if not articulated, a financial plan should a.Protect a client from their own financial mis-steps. b.Help a client withstand unexpected negative financial circumstances. c.Withstand
Even if not articulated, a financial plan should
a.Protect a client from their own financial mis-steps. | ||
b.Help a client withstand unexpected negative financial circumstances. | ||
c.Withstand the test of time | ||
d.Positively address the needs of all stakeholders. |
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