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This is a setting financial goals gathering relevant information ppt example. This is a six stage process. The stages in this process are implementation of financial plan, analysis of data, gathering relevant information, recommendation of financial plan, monitoring of financial plan.

This is a gathering relevant information ppt powerpoint templates. This is a six stage process. The stages in this process are setting financial goals, gathering relevant information, analysis of data, recommendation of financial plan, implementation of financial plan, monitoring of financial plan.

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