Question

The first two steps in the financial planning process are:

a.Gather client data and identify and select goals
b.Gather client data and analyze client data
c.Identify and select goals and monitor client's current plan
d.Identify and select goals and develop and present recommendations

Answer 1

The first two steps in the financial planning process are to gather client data and identify and select goals.

Step-by-step explanation:

The first two steps in the financial planning process are to gather client data and identify and select goals.