7 For illustrative purposes only. Not based on actual client data. FOR HOME OFFICE AND ADVISOR USE ONLY. NOT FOR DISTRIBUTION TO THE PUBLIC.
Identify & Prioritize Goals
Together, the advisor and client will prioritize which goals are most important.
Visuals may help and allow the client to feel like questions are not too open ended. For example, some advisors use a deck
of goal cards with their clients to help them think through what is important to them.
MoneyGuide Features to Leverage:
• Expectations & Concerns
• Goal Pictures
Understand Client's Circumstances
Advisors begin their holistic financial planning process by asking their clients questions designed to help them get a clear
picture of who the client is and what they want.
The advisor will ask questions to get a better understanding of the client's health, family relationships, values, earnings
potential, risk tolerance, goals, needs, priorities, and current financial plan.
While some questions are asked to get a better understanding of the client's income, expenses, savings, assets, liabilities,
insurance coverage, and estate plans.
