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What is the last step of personal finance planning process which evaluates the, financial plan regularly to see if it effectively meets the individual2019s goals and objectives?, A. Data Analysis B. Data Gathering C.Plan Monitoring D. Plan Implementation

Written by Winona · 17 sec read >


What is the last step of personal finance planning process which evaluates the


financial plan regularly to see if it effectively meets the individual’s goals and objectives?
A. Data Analysis B. Data Gathering C.Plan Monitoring D. Plan Implementation​

Answer:

The 7 Steps of Financial Planning

The 7 Steps of Financial Planning.

Step 1: Understanding the Circumstances.

Step 2: Identifying and Selecting Goals.

Step 3: Analyzing the Clients Situation.

Step 4: Develop the Plan.

Step 5: Presenting the Recommendations.

Step 6: Implementing Recommendation(s)

Step 6: Monitor the Plan.


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