Why is a behavioral review so relevant at this point in the planning process?  And… list and describe at least one of the five keys to a successful financial plan.

Pfin (with Mindtap, 1 Term Printed Access Card) (mindtap Course List)
7th Edition
ISBN:9780357033609
Author:Randall Billingsley, Lawrence J. Gitman, Michael D. Joehnk
Publisher:Randall Billingsley, Lawrence J. Gitman, Michael D. Joehnk
Chapter1: Understanding The Financial Planning Process
Section: Chapter Questions
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Why is a behavioral review so relevant at this point in the planning process?  And… list and describe at least one of the five keys to a successful financial plan.

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