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oe has a financial plan prepared by a professional financial planner. What is the order of steps that the planner took? 1: Establish client goals
oe has a financial plan prepared by a professional financial planner. What is the order of steps that the planner took? 1: Establish client goals 2: Gather data 3: Define relationship 4: Develop and present alternatives 5: Analyze clients financial status 6: Implement chosen alternative recommendations 7: Monitor plan.
1,2,3,4,5,6,7
3,1,2,4,5,6,7
1,3,2,4,5,6,7
3,2,1,5,4,6,7
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