The step of the financial planning process that involves devising strategies to help accomplish financial goals is Identifying courses of action. This step focuses on developing specific strategies to reach the financial goals set during the planning process.
Which step of the financial planning process involves devising strategies to help accomplish financial goals?
Responses
Identifying courses of action
Identifying courses of action
Finalizing the plan
Finalizing the plan
Reviewing the plan
Reviewing the plan
Determining financial situation
Determining financial situation
1 answer