easy · Certified Financial Planner Risk Management
Duarte has $100,000 of liability coverage on his auto policy and no personal umbrella policy. He wants to prioritize a large 529 plan contribution.
Which heuristic should guide the planner's recommendation sequence?
- Risk Before Return (H6)
- Client's Stated Goal Governs (H7)
- Exhaust the Free (H3)
- Fiduciary Tiebreaker (H2)
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