Issues relating to personal finance are on everyone's mind. People are concerned with budgeting their money; knowing if they have adequate cash reserves; learning how they can manage their debts; assessing how home and auto ownership affect their financial life; and determining what role employee benefits have on their financial picture. This section will help you deal with these issues and others that may impact clients' financial future.
Personal Finance Report Card
This assessment represents a starting point that can be used to summarize a client’s financial situation. It was developed as an interview tool with new clients and as a way of periodically reviewing client progress: not only does it help identify the important issues, but it also is a great motivational tool, encouraging the client to take actions that will raise the score at the next meeting. One of the most important points that this report card helps emphasize with clients is that a financial planner is much more than an investment adviser!
Show documents in this section
Hide documents in this section