A good wealth management plan must include an analysis of all of the following EXCEPT
A . Where you are now
B . Where you want to be
C . Why you failed previously
D . How to reach your goals
Answer: C
A good wealth management plan must include an analysis of all of the following EXCEPT
A . Where you are now
B . Where you want to be
C . Why you failed previously
D . How to reach your goals
Answer: C