client planner interaction

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Write a short (1-2 page) fictional narrative of a client/planner interaction that accurately follows the steps of the financial planning process. A successful assignment will not necessarily show technical proficiency in products or techniques, but will briefly describe a scenario in which the steps (“EGADIM”) are completed in order.

The structure of your paper should be as follows:

  • Title page
  • Body (1-2 pages, no more or less ;APA Style; use appropriate headings for organization of the paper)
  • References (APA Style)
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