After You Develop a Financial Plan for Your Client, You

question 8

Essay

After you develop a financial plan for your client, you realize that it looks too sophisticated for your client. You hate to downgrade the plan, but you are afraid that in its current form the plan would be a total turn off. What is your best course of action?

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Definitions:

Learned Helplessness-induced Depression

A state of depression that arises from experiencing uncontrollable events, leading to a belief in one's inability to affect outcomes.

Internal

Pertains to something occurring or situated within a part or inside something else, often referring to processes or features not immediately apparent from the outside.

Global

Pertaining to the entire world or relating to a comprehensive and international scale.

Stable Factors

Elements or conditions in an environment or system that remain constant over time, contributing to consistency and predictability.