Darrin and Kathi are both 44 years of age. They came to your office today and provided the following financial information:

After meeting with them you created a pie chart to visually depict their current balance sheet. Utilizing targeted benchmarks, which of the following statements are you most likely to make during you next meeting?

a. “You are within all normal ranges for your age group.”

b. “Your net worth is too low.”

c. “Compared to the other assets, the investment asset holdings are appropriate.”

d. “Your long-term liabilities are excessive.”

Transcribed Image Text:

Cash and Cash Equivalents - $333,333 Investment Assets - $333,333 Personal Use Assets - $333,333 Current Liabilities - $100,000 Long-Term Liabilities - $250,000