Absolutely! Regardless of when you choose to send a client an invitation to their plan, you always have the ability to make adjustments within that client plan. You can choose to invite the client right away if you'd like to them to fill out their own data entry, or you can complete the data entry process yourself and then invite the client afterwards.
As the advisor, can I make adjustments to the client plan both before and after sending a client an invte?
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