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The Financial Planning Process Includes Five Steps

Question 3

Multiple Choice

The financial planning process includes five steps. Four of the steps are listed next:
.Analyze your current financial status.
.Implement your financial plan.
.Monitor your progress and revise your plan as needed.
.Organize your financial information and set short-term and long-term goals.
What is the missing step?


A) Identify and evaluate alternative strategies for meeting your goals.
B) Understand the personal financial planning process.
C) Acquire the necessary decision-making skills and tools.
D) Build wealth and protection against emergencies.

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