Using the Services of Financial Institutions or Financial Specialists (Such

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.