Advisor CARES Assessment

HELPING CLIENTS BALANCE
THEIR GOALS AND MONEY

Do your clients have enough money to achieve ALL of their FINANCIAL GOALS? If they don't, how do you help them make financial decisions? This isn't about which product is the best solution. It's about how the decision to pursue one goal affects the others. A classic example is how spending money on a short term goal, such as college, affects someone's income in retirement.

The wrong decision could cause financial disaster. Clients need to know the meaning and implications of their choices. This is just one example of many. Virtually all people have more goals than the money necessary to achieve them. Unfortunately, they rarely have the knowledge or tools necessary to analyze the financial impact of their decisions. The result is that goals often aren't achieved and clients become frustrated and angry. It is critical that clients have a source of objective, useable information.

To help clients, Someone Who CARESTM provides advisors an easy to learn and use, yet comprehensive Personal Values PlanTM. It clarifies the client's expectations and helps them prioritize what's really important to them and what action may be necessary.

Is this a service that you feel is important for you as an advisor to be able to have for use with your clients?