which of the following is most likely to take place in the analyzing the client's current course of action and potential alternative courses of action step? after meeting with david, you utilize the information from his current financial statements to calculate his housing ratio and savings ratio. in your meeting with rosie, you sell her a new life insurance policy. during your meeting with alexis, she provides you with several documents including her employee benefits information and bank statements. you provide your client with a description of the fees and costs of your financial planning services. g
