After meeting with your new client, you prepared his statement of financial position and pie charts. Which part of the financial planning process were you engaged in? Developing the financial planning recommendations. Identifying and selecting goals. Analyzing the client's personal and financial circumstances. Presenting the financial plan recommendations
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Home » Business » After meeting with your new client, you prepared his statement of financial position and pie charts. Which part of the financial planning process were you engaged in? Developing the financial planning recommendations. Identifying and selecting goals.