Here is making the intangible something tangible.
Meet our imaginary couple, Jim and Anne Dowler.
We met with this imaginary couple and worked through the following steps.
- Consultation
- Discovery
- Assessment
- Delivery
- Sustainability
During the Delivery step, we presented Jim and Anne with our recommendations.
We provided them with a COMPREHENSIVE FINANCIAL PLAN.
We also provided them with a customized report from Money Guide Pro®, very much like this one:
MoneyGuidePro Financial Services Report
They will now have access to their custom Money Guide Pro® client dashboard whenever they want, wherever they are.