One of the first things the financial planner is likely to have them do would be to
A) open an individual retirement account (IRA).
B) borrow money to pay for their excess expenses.
C) take inventory of their financial position.
D) return to school and pursue a graduate degree.

Question

Quizplus · Accepted Answer

Preparing a personal balance sheet and income statement will allow the couple, as well as the financial planner, to gain better insights into the couple's financial situation.

One of the First Things the Financial Planner Is Likely