For questions 1-3, identify the stage of the financial planning process in which the planner is engaged. Analyze and Evaluate Client’s Financial…

For questions 1-3, identify the stage of the financial planning process in which the planner is engaged.

a. Analyze and Evaluate Client’s Financial Status

b. Monitor Plan

c. Establish and Define Client Relationship

d. Gather Client Data

e. Implement Financial Plan Recommendations

f. Develop and Present Financial Planning Recommendations

1. Your client, Donald, provides you with his tax returns from the previous year. ______

2. During their meeting with you, Johnny and June call the benefits office to adjust their tax withholding to better

suit their financial needs. ______

3. During your meeting with Jeff, you provide him with three education saving plans to choose from. ______

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