What Is A Financial Process?

1.	What Is A Financial Process?
Answer» The FINANCIAL PLANNING process consists of the following SIX STEPS: Establish and define the client-planner relationship. The financial planner should clearly EXPLAIN and document the services that he or she will provide to you and define both his/her and your responsibilities during the financial planning engagement. The financial planning process consists of the following six steps: Establish and define the client-planner relationship. The financial planner should clearly explain and document the services that he or she will provide to you and define both his/her and your responsibilities during the financial planning engagement.

Answer»

The FINANCIAL PLANNING process consists of the following SIX STEPS: Establish and define the client-planner relationship. The financial planner should clearly EXPLAIN and document the services that he or she will provide to you and define both his/her and your responsibilities during the financial planning engagement.

The financial planning process consists of the following six steps: Establish and define the client-planner relationship. The financial planner should clearly explain and document the services that he or she will provide to you and define both his/her and your responsibilities during the financial planning engagement.

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