A formalized report that summarizes your current financial situation, analyzes your financial needs, and recommends a direction

Question

yarga [219]

4 years ago

9

A formalized report that summarizes your current financial situation, analyzes your financial needs, and recommends a direction

for your financial activities is a(n):

Business

1 answer:

zubka84 [21] · Answer 1 · 2021-12-06T14:10:35+03:00

zubka84 [21]4 years ago

4 0

Comprehensive Financial Plan. Gathering and analyzing financial data and client goals, as well as recommending financial activities is part of the financial plan to produce a comprehensive financial plan.