Maria Chen has been a client of yours for many years. In your quarterly meeting with Maria, you evaluate her retirement portfolio performance and ensure that progress is being made as expected. Which part of the financial planning process are you engaged in?

Respuesta :

Answer:

monitoring the plan

Explanation:

According to my research on the financial planning process, I can say that based on the information provided within the question you are in the monitoring the plan part. Like mentioned in the question this part focuses on analyzing the plan and making sure that everything is working correctly and that there are no problems that need to be solved.

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