| |
What are the most important items you want to address?
|
| 1. |
Personal - Recent significant events or life changes
- Marriage
- Divorce
- Birth
- Accident
- Illness
- Deaths
- Inheritance
- Liabilities
- Government
- Lawsuits
|
| 2. |
Needs, Financial Goals, and Open Projects
|
| 3. |
Personal Financial Analysis (video) (sample)
- Evaluate Financial Profile vs. Goals (notes)
- Identify changes to reach your goals
- Prioritize changes to reach your goals
- Planning Agreement Docs - (CA | RR)
|
| 4. |
Issues impacting you financial security
- Market | Economy
- Government | Legislation
- SS | PERA | Pension Issues
- Employment | Job Stability issues
- Personal | Family health
- Personal | Family Legal
|
| 5. |
Upcoming events | goals in your life
- Home
- Auto
- Travel
- Anniversary
|
| 6. |
Upcoming events - Ben Sarsozo | IIG
|
| 7. |
Outline next steps and next appointment
- Outline project list
- Prioritize Projects
- Determine who will do what
- Create timetable for project completion
|
| 8. |
Evaluation of our services (survey)
- What did you like | dislike?
- What would you like handled differently?
- What has been most helpful to you?
- Review your Cost Benefit Ratio report
|
| 9. |
Helping others
- People considering retirement or just retired
- People have lost jobs or in an at risk position
- People with tax issues or questions
- People with 401K | Pension distribution tax issues
- People who need College | FAFSA assistance
- People with estate issues | loss of loved ones
- People in between Financial Advisors
|
| |
|
