medium · Certified Financial Planner Professional Conduct
A financial planner is meeting with the Keene household. The couple has just inherited a large sum and is excited to discuss specific investment products. The planner pauses to explicitly quantify their immediate liquidity needs and long-term retirement goals.
According to the 7-step process, which step is the planner currently performing?
- Step 2: Identifying and Selecting Goals
- Step 3: Analyzing Current Course and Alternatives
- Step 4: Developing Recommendations
- Step 1: Understanding Personal and Financial Circumstances
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