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Implementing the financial planning recommendations D, understanding the Clients Personal and Financial Circumstances, True or false: The goal of a budget is to ... Are you planning a group trip or event that requires transportation? Renting a minibus without a driver can be an excellent option for those who prefer to have control over their o...Determine your current financial situation. Step 2. Develop your financial goals. Step 3. Identify alternative courses of action. Step 4. Evaluate alternatives. Step 5. Create your financial action plan.long-term. Refer to Figure 6.2. 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