Which ethical responsibility does the financial planner have

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Problem

The Martinez family has been working with a financial planner for six months. They initially sought help with retirement planning but during the data gathering process, the planner discovered they had inadequate life insurance coverage, no estate planning documents and were paying high interest on credit card debt. The planner has presented recommendations addressing all these areas, prioritizing them based on urgency and impact. The Martinez family is now deciding which recommendations to implement first. Get the instant assignment help. Which ethical responsibility does the financial planner have during this implementation phase of the financial planning process?

Reference no: EM134025226

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