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Which of the following are correct statements regarding the role of a planner who is a CFP professional in defining a client's financial goals, needs,

Which of the following are correct statements regarding the role of a planner who is a CFP professional in defining a client's financial goals, needs, and priorities?

  1. The role of the planner is to facilitate the goal-setting process.
  2. The role of the planner is to assist clients in recognizing the implications of unrealistic goals and objectives.
  3. The role of the planner is to make sure the planner's goals and objectives are achieved.
  4. The role of the planner will involve exploring a client's expectations and time horizons.

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