There are many potential financial goals in your life. This presentation considers the information youhave shared—your assets, your wishes, and your thoughts about the future—to determine your progresstoward the following fundamental financial goals:
Survivor Needs Goal
If something were to happen to you or your spouse, would your family haveenough to live comfortably?
Monthly Savings Goal for Retirement
Will your current annual savings be enough for a financially secure retirement?
Monthly Savings Goal for Education
Are you saving enough each year to ensure a quality education for your children?
Disability Income Needs Goal
If you or your spouse loses the ability to earn an income as a result of an accidentor illness, how would you maintain your lifestyle?
Confirm your information to ensure an accurate presentation specific to your situation.1.Analyze your current progress towards each of your goals.2.Prioritize which goals require immediate action and consider solutions.3.
Defining Your Financial Goals
Presented by: John Q. Advisor, CLU, ChFCFor Evaluation Purposes OnlyAugust 30, 20073 of 32