The financial plan should be written:
A)Before the behavioral review.
B)After the behavioral review.
C)Both before and after the behavioral review.
D)During the beginning of the behavioral review.
E)None of the above.

Question

Quizplus · Accepted Answer

A financial plan is best written after the behavioral review because understanding the client's behaviors, attitudes, and psychological relationship with money is crucial for creating a plan that is realistic and achievable for them.

The Financial Plan Should Be Written