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Goals capture and goals impact analysis

goals impact analysis mortgage software“A vision without a task is but a dream, a task without a vision is drudgery, a vision and a task [are] the hope of the world.” From a church in Sussex, England, c. 1730

This UNIQUE Debt Elimination Software empowers you to work one-on-one with your clients to help them define their life goals and priorities, customize a comprehensive financial plan that integrates their goals, incomes, expenses, debts, mortgages, insurance needs and investments to achieve what they deem important in their lives, things like:

  • Get out of debt
  • Become mortgage free
  • Save for retirement
  • Save for their children’s education
  • And other goals they long to achieve

These goals and priorities are supported by a balanced budget and a detailed debt elimination and mortgage plan.
Acknowledging that life is not static, life events happens without warning and a windfall may appear suddenly; your clients will need to assess their situations and adjust their financial plans accordingly.
The Debt Elimination Software enables you:

  • Access to your clients’ accounts in the Money Coach Client application, through a proxy (clients’ consent),
  • Conduct an assessment of how these events impact your client’s cash flow positively or negatively
  • Work with your clients to revise their goals and priorities,
  • And re-customize their plans accordingly.

This is a SECRET weapon no other software on the market offers. This SECRET and STRATEGIES are yours – subscribe to this Software today. Get a One Month Test Drive Here — it’s free, it’s no-obligation.

Click here to begin your 30-day FREE Test Drive.