TU #2: 9.6.11

1. Establish & define the client/planner relationship

Be honest with yourself

Personal Money Story

2. Gather client data, including goals

Determine values & goals

3. Analyze and evaluate financial status

Analyze your entire financial situation

4. Develop financial planning recommendations

Develop course of action

5. Implement recommendations

Prioritize and implement

6. Monitor the financial planning recommendations

Review and revise

What's your earliest financial memory?

Question: Is money powerful?

I mentioned I got into this business for $$. Not why today.

Question: What % of marriages end in divorce? Why?

P.25 There are 4 things you can do w $$

P.26 What is the value of money? (Bretton Woods Agreement) Gold Standard

Money has no power other than that which we give it.

At LEAST, the comprehensive analysis of cash flow, net worth, investments, insurance, tax planning, retirement planning and estate planning.

At MOST, a study in self awareness blending psychology and philosophy to articulate a set of values, establish a set of goals in alignment with those values, identify the paths that could lead to the completion of those goals, create and implement a plan to achieve them and continually review and revise the plan.