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Question 24 (1 point) Listen John, a CFP professional, is preparing a plan for his client, Shirley. She is aged 50 and single. She wants
Question 24 (1 point) Listen John, a CFP professional, is preparing a plan for his client, Shirley. She is aged 50 and single. She wants to retire at age 55 and be able to maintain her current standard of living. John has gathered information on her needs and resources. He has prepared a savings plan that indicates that she needs to save 1,800% of her income each year. What step of the financial planning process does John need to address now? implement the plan clarify present status and identify problem areas and opportunities identify appropriate strategies and present the plan establish objectives and gather data Question 24 (1 point) Listen John, a CFP professional, is preparing a plan for his client, Shirley. She is aged 50 and single. She wants to retire at age 55 and be able to maintain her current standard of living. John has gathered information on her needs and resources. He has prepared a savings plan that indicates that she needs to save 1,800% of her income each year. What step of the financial planning process does John need to address now? implement the plan clarify present status and identify problem areas and opportunities identify appropriate strategies and present the plan establish objectives and gather data
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