协助客户设定理财目标 (defining financial goals) C. 订定客户现金预算 (setting up a cash budget) D.
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defining financial goals
确定财务目标
以上为机器翻译结果,长、整句建议使用 人工翻译 。
Perhaps they are more concerned about simply defining a process rather than connecting aspects of this process to these financial goals.
也许他们更关注简单地定义过程,而不是将此过程的许多方面与这些金融目标相连接。
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