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In what order should the steps in the financial planning process occur? Gathering client data. Developing and presenting financial plan recommendations. Monitoring the plan. Implementing
In what order should the steps in the financial planning process occur?
Gathering client data.
Developing and presenting financial plan recommendations.
Monitoring the plan.
Implementing financial plan recommendations.
Establishing and defining the plannerclient relationship.
Analyzing and evaluating the clients financial status.
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