Published on March 14, 2014
Initial Meeting (Marketing Seminar) Data Gathering (Offline Questionnaire) Analysis & Entry into goalgamiPro(goalgamiPro) Plan modeling (Household Plan) Goal Achievement Report Presentation Implementation and Review Periodic Plan Reviews
Illustrates Goal Achievement Report by showing a sample. Uses the questionnaire/ as a guide. Asks the question: “What would you like to accomplish with your resources (goals)?” Reviews and Analyzes client’s financial position Identifies both financial and personal goals and objectives Identifies planning & business opportunities. Assesses client’s household profile Evaluates Resources that can be used to achieve goals., investment philosophy, risk management, tax management, estate planning, and realism of goals and objectives.
Explains Necessary, Target and Aspirational goal levels. Creates what if analysis – example LTC vs Care Event. Sets length of Life to a conservative level – such as 90, to show the impact of a long retirement. Looks at goal creation and review as a journey with good communication. Takes the perspective of the household – not individual members.
Planner Actions: Provides client with offline questionnaire or fact finder of required information and forms for providing relevant data. Compiles data from client. Reviews financial accounts, savings, benefits. Starts articulating goals (uses Collaboration Connect) Client Actions: Gathers Documents and Fills in questionnaire as accurately and completely as possible. Provides copies of financial accounts and states household goalsgoals.
Initially, look to capture account balances For Social security and anticipated benefits, use the goalgamiPro calculator. Based on age and demographics, recommends starting goals. Let the client aim for the target, then adjust to fit necessary and aspirational levels Notes to advisor – talk about the practice services and assumptions.
Planner Actions: Reviews and Analyzes client’s total financial position based on the balance sheet. Identifies both financial and personal goals and objectives – creates a narrative for the client Creates scenarios based on the clients objectives. Considers next steps - asset allocation, future disposition and investment philosophy, risk avoidance management, tax management, estate planning, and realism of goals and objectives
Creates the goal achievement reports. Reviews on a monthly basis, but communicates to client annually. Planner Actions: Monitors Plan Progress and advises client on factors which could affect plan progress. Creates a Household Creates a Household Plan Generates a Goal Achievement Report › Reviews “What is my Plan” › Reviews “Can I afford my goals?” › Reviews “How do I pay for my retirement?” Client Actions: Approves Plan, with agreed upon modifications.
Planner Actions: Presents Goal Achievement Plan with specific next steps. Client Actions: Continues to Work with advisor and other member of financial planning team to accomplish necessary measures.
Planner Actions: Assists Client in Implementation and coordinates financial team activities. Client Actions: Advises planner of changes impacting financial status.
Planner Actions: Notifies Client of need for plan revision. Client Actions: Consults with Planner as necessary
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