Financial Needs Analysis Proper Protection, Debt Freedom, Financial Independence

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1 Financial Needs Analysis Proper Protection, Debt Freedom, Financial Independence

2 Client Survey Trust Respect Customized First Names Last Name Phone # & ( ) Address Our goal is to work with you through education in the area of money to accomplish the goals and dreams you have for you and your family. I am going to ask you a few questions is that ok? Do you have a written out financial plan? Y/N On a scale of 1-10 how important is it to understand financial products? Is it Unimportant Important -or- Very Important to provide financial security for your family? Do you know your Financial Independence Number: :Y/N Beside yesterday, when would you like to retire? Do You Know Your Debt freedom date: Would you be interested in seeing a free plan to wipe out all of your debt? How much more a month would you need to make to feel comfortable? $ Are there any areas in your financial life that concern you? Are there any areas of your financial life that you do not completely understand? 401k Life Insurance Good Vs Bad Debt Retirement Taxes As I go through my presentation I want you to think about 3 things. 1. Who do you care about that would benefit from meeting with us? As I go through my presentation what usually happens is people say you know who needs to hear about this? and they start naming people they care about. So if you see value and you want to help people you care about, we would love to earn your referral. For example, who can you think of who wants to be debt free and retire early? 2.. We would love to earn your business, if not that is ok, but if we can that would be great? 3. We are in a major expansion phase in this area, we do not have enough people to help all the people who need what we do, we are looking for great people. So if you know anyone who 1. Loves their job, but wants to make extra money 2. People who hate their job. We would love to be introduced to them.

3 Introductions List I just sat down with a financial coach who helped me understand how money works, as a personal favor to me would you take a 5 min. phone call from Works With You Works For You Ate Lunch With Yesterday Closest Friend Brother Sister Other Relatives In Vicinity Who Lives On Your Left Who Lives On Your Right Who Lives Across The Street Needs More Money Owns Business Sells Something Best Salesman Ambitious Financially Successful Recent Job Promotion In A Business Partnership Manager Single Working Person Church Large Family New Baby Adopted Children Recent Death Teacher Minister Doctor Dentist Working Couple Golf - Bowl Name Telephone # Job Title Bridge Club Good Traveler Wealthy Grandparents Most Enthusiastic Thrift-Minded Charity Work Has Day Off In Week Works For A Company That Has Poor or No Pension Plan Married/Couple Age (Actual) Children Home Owner Occupation 10

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5 Introductions List Assuming you feel good about what we do for you, is there any reason you wouldn't recommend 20 or more people like yourselves who should hear about the program? We will mention that we have been helping you with your financial needs. Of course, they would make up their own minds. Write down everybody you know and everybody who knows and trusts you. Use the memory jogger at the top of the page to help you remember people you may have forgotten Works With You Works For You Ate Lunch With Yesterday Closest Friend Brother Sister Other Relatives In Vicinity Who Lives On Your Left Who Lives On Your Right Who Lives Across The Street Needs More Money Owns Business Sells Something Best Salesman Ambitious Financially Successful Recent Job Promotion In A Business Partnership Manager Single Working Person Church Large Family New Baby Adopted Children Recent Death Teacher Minister Doctor Dentist Working Couple Golf - Bowl Name Telephone # Job Title Bridge Club Good Traveler Wealthy Grandparents Most Enthusiastic Thrift-Minded Charity Work Has Day Off In Week Works For A Company That Has Poor or No Pension Plan Married/Couple Age (Actual) Children Home Owner Occupation

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7 4questionspeoplehave 1)W hatisamutualfund? 2)CanIlosemymoneyinoneofthose? 3)W hatdoidoifitgoesdown? 4)How doiget9%?imeanthebanksonlypay1%.how doiget9%?

8 3.D sofi nvesti ng