The motivation behind saving and investing lies in financial goals. Utilize our financial goals template to track the evolution of your client's objectives over time. Priorities may shift, with some goals gaining prominence and others diminishing.
Engaging in discussions about these goals allows both you and your clients to realign with the reasons driving their saving and investing efforts, making it easier to make necessary adjustments.
Consider sharing our financial goals template in the aftermath of the New Year, a period when many individuals set their goals. Your clients will value your proactive approach in inquiring about their aspirations.
This template can be used as is and can also be customized.
You can click on the template from the library to open it in preview mode to see what your client will see. From the preview you can even print the template as is.
To engage your client with this template you will need to first add it to My Templates. You can do this by clicking on the template in the library and then clicking on the Install template button on the template details.
