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Your Affluent Client Has Filled Out Your Planning Questionnaire

question 14

Essay

Your affluent client has filled out your planning questionnaire. During the data-gathering interview, the client complained that he had to do too much work and hoped that he would not have to spend any more time. You have discovered that the information supplied by him is incomplete and the accuracy of the data supplied by him is highly questionable. What is your next step?


Definitions:

Self-actualizers

Individuals who have realized their potentialities and seek personal growth, fulfilling their highest capacities.

Maslow

A rephrased definition for Maslow's Theory: Abraham Maslow's hierarchical framework that outlines a sequence of human needs from basic physiological needs to complex psychological growth needs culminating in self-actualization.

Intolerance

An unwillingness to accept views, beliefs, or behaviors that differ from one's own.

Self-actualization

The actualization or achievement of one's capabilities and possibilities, seen as an inherent motivation or necessity in all individuals.

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