Impressed with your presentation of the ten-step financial planning process (A to J), John Client signs a contract and writes a check for $2,500 (half of the planning fee). He then makes the following comment: "I am a very busy person. I don't care to see a written plan and don't want to know if you religiously follow the six-step planning process. I will be satisfied if you just tell me what to do." How should you as John's financial planner handle this situation?

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The Answer of Impressed with your presentation of the ten-step financial planning process (A to J), John Client signs a contract and writes a check for $2,500 (half of the planning fee). He then makes the following comment: "I am a very busy person. I don't care to see a written plan and don't want to know if you religiously follow the six-step planning process. I will be satisfied if you just tell me what to do." How should you as John's financial planner handle this situation?

Impressed with Your Presentation of the Ten-Step Financial Planning Process