Helping clients define and prioritize goals can also help them put their financial decisions into perspective. WealthDrive’s financial planning solution helps clients define and prioritize their goals.
Financial Planning Basics
Discover your Goals
Listing all your goals is important to see where we are and where we want to be in the future.
Uncover your Money Mindset
Understanding how a person views money is just as important as how much they need.
Setting a Budget
Every person needs a budget that is aiming to retire. This lays the ground work for reaching every goal set.
There are certain dialogues that must be addressed and we have made a list of the top 34 everyone should converse about together.
Priority Action Items
Everyone is different and we give the advisor and client ability to create and monitor priority action items that should be addressed accordingly.
Our solution gives both the advisor and client ability to track their progress on all fronts of the financial planning process.