Which item is NOT an available Fact Default in an advisor's Settings?

Which item is NOT an available Fact Default in an advisor's Settings?

• A. financial priorities
• B. risk tolerance
• C. retirement goals
• D. liquidity needs

Answer: (A)

In advisor Settings, Fact Defaults are standard data points preloaded to speed up client data entry. The item that is not a built-in Fact Default is financial priorities. Risk tolerance, retirement goals, and liquidity needs are common, universal facts that planning tools typically preconfigure because they routinely shape recommendations and cash-flow analyses. Financial priorities, while important, are more subjective and vary by client; they’re usually captured as customizable goals or preferences rather than a universal default. So financial priorities aren’t provided as a standard default, making it the correct choice.

In advisor Settings, Fact Defaults are standard data points preloaded to speed up client data entry. The item that is not a built-in Fact Default is financial priorities. Risk tolerance, retirement goals, and liquidity needs are common, universal facts that planning tools typically preconfigure because they routinely shape recommendations and cash-flow analyses. Financial priorities, while important, are more subjective and vary by client; they’re usually captured as customizable goals or preferences rather than a universal default. So financial priorities aren’t provided as a standard default, making it the correct choice.