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• Focus on lifestyle rather than numerical goals.
• Increase your client focus
• Identify your clients’ goals, retirement dreams and aspirations.
• Ideal for marketing to new prospects
• Exclusive Advantage  
• Very cost effective
• Ideal Value Added Client Service

Your Benefits “walk the talk”

By incorporating life goal planning within your financial planning service you will be able to truly personalize your clients’ financial plans.

The Missing Element

What is the missing element? Most people, even those who are close to retirement, do not have a clear idea of their retirement goals and dreams. This can present problems for personalizing a financial plan.

But not any more!

With our do-it-yourself Life Goal Planning program you can truly personalize your financial planning services - GUARANTEED!

Financial Planning is the long-term process of wisely managing your finances so you can achieve your goals and dreams.

(Financial Planning Association www.fpanet.org/WhatisFinancialPlanning/)

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Life Goal Planning for younger clients & prospects

Delivery Options

Option 1

Do-it-Yourself Workshop

Run your own Life Goal Workshop with our video that runs itself.

• 46-slide video with step-by-step instructions. Led by Dr. Alan Roadburg.

• All support material including facilitator instructions, sample invitation, feedback form, etc.

The workshop takes about 60 minutes and all you have to do is facilitate the program by introducing the workshop, manually advance the written exercise slides, and so on.

Workshop Video Sample

Self-Help Workbook Sample

No speakers on your computer? Click here.

Workbook prices

*Note: Internet Explorer 64-bit users, the video and workbook are Adobe flash files that will not work properly with the 64-bit version of Internet Explorer. For a simple solution click here.

Option 2

Self-Help Workbook (8.5X 11, full colour)

As an alternative to a workshop, your clients and prospects can complete the program on their own with our self-help workbook. The workbook includes images of the workshop slides with the dialogue that accompanies each slide and all of the necessary worksheets.

For an online sample of the workbook, click here or the workbook sample image.

Option 3

Live Webinar

Web-based Seminar where the workshop is presented live to your group through the Internet. This allows for two-way instructions and dialogue between the presenter and your participants.

Option 4

In-house Workshop

We are available to present the Life Goal Workshop for your group.