Using the Services of Financial Institutions or Financial Specialists (Such

question 4

Multiple Choice

Using the services of financial institutions or financial specialists (such as insurance agents or investment advisers) to seek relevant information is done in which step in the financial planning process?

• A) Develop your financial goals.
• B) Review and revise your financial plan.
• C) Determine your current financial situation.
• D) Evaluate your alternatives.
• E) Create your financial plan of action.

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Definitions:

Biologically

Pertaining to the aspects of biology or life processes, often used to describe processes or characteristics that are innate or determined by genetics.

Critical Thinking

The ability and willingness to assess claims and make judgments on the basis of well-supported reasons and evidence rather than emotion or anecdote.

Competent Work

Work performed to a standard that meets or exceeds expectations, demonstrating proficiency and skill.

Unmotivated

Lacking the desire or drive to engage in activities or pursue goals.