What is the correct sequence of steps in the financial planning process?

Question

Quizplus · Accepted Answer

The correct sequence of steps in the financial planning process is to first determine goals (i.e. what the client wants to achieve financially), then analyze the client's financial situation (i.e. income, expenses, assets, debts, etc.), and finally make recommendations based on the analysis to help the client achieve their goals. This is why choice C is the best answer, as it follows this sequence.

What Is the Correct Sequence of Steps in the Financial