![]() Net worth: Including a graph or chart that shows how your client’s net worth is trending over time is a simple way to indicate to them how they’re doing financially.You could also include a line showing how much they have in surplus funds each month and where that money is allocated. For example, you might include a bulleted list or pie chart showing their annual income, monthly income, and monthly expenses. Current cash flow: Here, you can offer a brief overview of your client’s current cash flow.Understanding what your client values most can be instrumental in shaping a financial plan that prioritizes what’s most important to them. Client values: This is optional, but it may be helpful to include a section at the top of your template specifying your client’s top three most important values. ![]()
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