Date post: | 20-Jun-2015 |
Category: |
Economy & Finance |
Upload: | advisorsoftware |
View: | 276 times |
Download: | 0 times |
How do you break down financial goals for your client?
Average Income for Young, Middle Class and Elderly Americans
A few demographic visuals your clients may have never seen or were aware of…
Breakdown of Income by Age:
Goals by Income Level:
Where Spending Takes Place
Which image does your client identify with?
Goals – 1949 vs. 2011
Does your client know where the money goes?
Goal expenditures:
Go from the abstract to the concrete by talking to your clients about their financial goals and where they want to be financially, at retirement, and beyond.
A roadmap for your client goes beyond creating a detailed cash-flow forecast going out 30 years. It starts with looking at what your client can afford today so they can begin to see what they can afford in the future.
@advisorsoftware
http://www.linkedin.com/company/advisorsoftware