Financial Planner

Category - General Principles of Financial Planning

In which stage of a client’s life will education, employment, and debt management likely have a major impact on the client’s financial status going forward?
  1. Starting-Out Years
  2. Nesting Years
  3. Prime Time Years
  4. Wealth Accumulation Years
Explanation
Answer: A - Education, employment, and debt management are important in most stages, but are especially important in the Starting-Out Years. In this stage, the client is trying to understand their financial capabilities as they start out in adulthood.
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