One of the keys to a successful financial future is to assess current circumstances, map out goals for the future and develop a plan to get there. This practical, user-friendly worksheet is tailored to your female clients.

It will help you guide your clients through an exercise to uncover their personal, professional, health, lifestyle, home, financial and legacy goals, and help you define some of the steps needed to achieve these goals.

The worksheet is specifically designed to help you frame the discussion using a holistic, goals-based approach. Used together with Your story. Your future. it’s a powerful way to connect with your female clients.

Download and save this worksheet and discuss it with your clients.