A formalized report that summarizes your current financial situation, analyzes your financial needs, and recommends a direction for your financial activities is a(n):

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asked Mar 11, 2019 226k views

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Jesus Is Lord · Answer 1 · 2019-03-17T04:27:21+0000

Comprehensive Financial Plan. Gathering and analyzing financial data and client goals, as well as recommending financial activities is part of the financial plan to produce a comprehensive financial plan.

A formalized report that summarizes your current financial situation, analyzes your financial needs, and recommends a direction for your financial activities is a(n):

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