During the personal financial planning process,a financial planner will not gather data related to:
A)Household financial assets.
B)Household income and expenditures.
C)Age and health of members in the household.
D)The household's tolerance of risk
E)Data will be gathered in relation to all of the above.

Question

Quizplus · Accepted Answer

A financial planner will gather data related to all of these areas during the personal financial planning process in order to develop a comprehensive plan that addresses the household's financial goals and needs. This includes information on financial assets, income and expenditures, age and health of household members, and the household's tolerance for risk.

During the Personal Financial Planning Process,a Financial Planner Will Not