Every once in a while, it’s a good idea to check in with your client to ensure you’re maximizing the financial plan the two of you put in place. To help you accomplish this critical review, we’ve pulled together the checklists and flowcharts into the Maximize Your Financial Plan Bundle. Within the course of a well-structured meeting, you can:
- Learn whether your client’s goals remain aligned with the financial plan.
- Readdress the ways your client is saving.
- Engage in a pay stub review to create recommendations that strengthen the overall financial plan.
Click the image below and download the bundle, which has links to the checklists and flowcharts, to your desktop. You’ll be organized when you reach out to your clients and ready for any unexpected inbound inquiry that comes your way.
Not a member yet, but want to be?
We can help you with that! You can go straight to Become A Member, review the options, and choose the membership level that moves you closer to your goals. Sometimes a live demonstration is more helpful than reading a screen. If that’s the case, schedule your live demonstration and get all of your questions answered on the spot.