Overview An important part of the financial process is communicating the plan to your clients. Like the plan itself, the approach you use in developing and presenting recommendations should reflect the client's unique values, interests, and goals. As a CFP professional, you can assume that you will have a diverse range of clients and that one approach to financial planning will not suit them all. In this journal, you will explore approaches to financial planning in preparation for presenting your recommendations to your client. Prompt Select one or two approaches that will support your financial plan presentation to your client. Reflect on the recommendations you developed for your client and the value of the approach(es) you selected. Address the following: Describe the types of information you gathered and applied in determining recommendations for your client. Describe how you will use the selected approach(es) in developing a presentation of your recommendations for your client. Describe what CFP professionals should be cautious of when using benchmarks in developing recommendations. Describe the client questions the approach should address