Here's a sample of a one-page document to show clients how their plan will pay off.
Visionary Financial Advisors, LLC
Helping Successful Families Create Happy & Prosperous Futures
Key Success Criteria for Bob and Betty Bliss 11/9/2005
Positive Vision of the Future
o Live in a one-story, ranch-style home on at least two acres in the country
o Home is on a secluded lot with view, garden, pool, shop/studio, and office
o Generate income through investments, writing, publishing, and consulting
o Family and friends stay for extended visits, and we travel
o Stay fit and healthy forever
Key Values
o Autonomy
o Optimism
o Creativity
o Authenticity
o Health and fitness
o Ecology
Key Issues and Concerns
o Want to live in the Western U.S.
o Do not have children to look after us if we become disabled
o Need to take care of Bob's mother who lives in the Bay Area
o Need big enough home for four to six guests to stay with us
o Want to be able to afford a house cleaner
o Want to invest prudently and in alignment with our values
o Do not want to stop working until we have to
Key Goals
o Want to downshift and move to new home within five years
o Need to net at least $150,000 a year in 2005 dollars
o Stay healthy and vital as long as possible
o Be able to afford first-class medical care
o Continue to learn, love, laugh, and grow
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