What do you already know about Financial Planning?
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Question 1 of 6
1. Question
A financial planner _______.
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Question 2 of 6
2. Question
A good financial planner uses a “one size fits all” approach to easily cover as many clients as possible.
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Question 3 of 6
3. Question
A good financial planner will likely tailor a debt-ridden client’s financial plan toward repaying debt rather than investing.
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Question 4 of 6
4. Question
A financial plan should be _______.
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Question 5 of 6
5. Question
What is the purpose of doing financial planning?
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Question 6 of 6
6. Question
Financial planning exists to help us become rich.
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