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How do you break down financial goals for your client?
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Average Income for Young, Middle Class and Elderly Americans
A few demographic visuals your clients may have never seen or were aware of…
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Breakdown of Income by Age:
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Goals by Income Level:
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Where Spending Takes Place
Which image does your client identify with?
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Goals – 1949 vs. 2011
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Does your client know where the money goes?
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Goal expenditures:
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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.
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