As a Financial Planner, you do your job well – providing numerous options and financial advise to your clients. But that’s just the financial side. You’ve seen far too many times that the client hasn’t figured out the rest of his/her life plan and thus your time is not used effectively or the financial plan ends up not serving the client. When the client doesn’t have a comprehensive life plan, he/she cannot give you clear direction – making it difficult to discuss their money plans in real terms.
Mapping Your Retirement: A Personal Guide to Maintaining Your Health, Managing Your Money and Living Well is a program that guides one through many of the complex and important decisions required for retirement. There are three comprehensive component areas:
Once completed, this program will move your client into the future with a sense of direction that builds confidence, a legacy and a story to tell.
This program works well for groups and individuals.