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a . What assessments of their financial situation should Tim and Jill expect when working with a financial planner? Given their past efforts to plan
a What assessments of their financial situation should Tim and Jill expect when working with a financial planner? Given their past efforts to plan their finances and control spending, will these assessments be necessary?. Select the best answer below.
A Tim and Jill should expect to provide the planner with their most recent paycheck in order to calculate how much money they make annually. These assessments will be necessary to ensure a smooth transition into retirement and to help them enjoy the future without worrying about finances.
B Tim and Jill should expect to provide the planner with sufficient information to develop an income statement and a balance sheet. These assessments will be necessary to ensure a smooth transition into retirement and to help them enjoy the future without worrying about finances.
C Tim and Jill should expect to provide the planner with some information to develop an income statement. These assessments will be necessary to ensure a smooth transition into retirement and to help them enjoy the future without worrying about finances.
D Tim and Jill should expect to provide the planner with sufficient information to develop an income statement and a balance sheet. However, these assessments will not be necessary because they have done a good job planning and saving before.
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