Help Maximize Your Client’s Financial Plan

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.