Question

Question Brandon presented the financial plan he developed for his clients Zach and Kayla Taylor. Kayla’s mother Sophia was also present at the meeting. Who should decide on making any changes to the financial plan?

I Brandon
II Zach
III Kayla
IV Sophia
Group of answer choices
I, II, III, and IV
I only
I, II and III only
II and III only

Answer 1

Answer: I, II and III only

Explanation: The financial planner and the clients (Zach & Kayla) should mutually agree on any changes to the plan. Kayla’s mother is not the client and should not make changes to the plan. Of course, Zach and Kayla might take her opinions into consideration.