term1 Definition1term2 Definition2term3 Definition3
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Step 1 in process
Establish and define the client relationship.
Define
Step 2 in FP process
Gather client data.
Gather
Step 3 in FP process
Analyze and evaluate client financial status.
analyze
Step 4 in FP process
Develop and present financial plan recommendations
Develop
Step 5 in FP process
Implement financial plan recommendations.
Implement
Step 6 in FP process
Monitor the plan
Monitor
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