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A formalized report that summarizes your current financial situation, analyzes your financial needs, and recommends a direction for your financial activities is a(n):
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A formalized report that summarizes your current financial situation, analyzes your financial needs, and recommends a direction for your financial activities is a(n):

User Spiros
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Comprehensive Financial Plan. Gathering and analyzing financial data and client goals, as well as recommending financial activities is part of the financial plan to produce a comprehensive financial plan. 
User Jesus Is Lord
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