Your paraplanner is concerned that the Tuns are living beyond their financial means. The paraplanner wants to recommend that Adora and Jorge reign in their spending immediately and stop using credit cards. The paraplanner is concerned that you will waste a lot of time and effort working with these clients. As their financial planner.

What is a reasonable financial planning strategy?

Answer rating: 100% (QA)

A reasonable financial planning strategy for the Tuns would involve several key components 1 Budgeting The first step would be to help Adora and Jorge ... View the full answer