Question Description
By this time you should have a client selected to create a financial plan for. After you have identified your client, you should hold an initial meeting with the client. Prepare for the meeting as we learned in the first unit of this course (carefully review Chapters 1, 3 and 4).
During the first meeting you should:
- 1) determine the financial planning need you will address for them; and
- 2) set financial planning goals
At the end of your meeting, provide your client with the appropriate Questionnaire from the MoneyGuide Pro software. You can use the MoneyGuide Pro software to complete one
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