1 - FINANCIAL SUCCESS

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Financial Success

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Financial Success

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Financial Success

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Financial Success

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Financial Success

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Financial Success

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Financial Success

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Financial Success

Open Ended

What does financial success mean to you?

Poll

Would you trust this person to give you financial advice?

• Yes

• No

Poll

Would you trust this person to give you financial advice?

• Yes

• No

Poll

Would you trust this person to give you financial advice?

• Yes

• No

Poll

Would you trust this person to give you financial advice?

• Yes

• No

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Financial Success
for me

• Providing for my family

• Having a nice home to live in

• Prepared for financial emergencies

• Being able to afford my hobbies

• Taking fun trips/vacations

• Having enough saved/invested for retirement

• Having enough saved/invested for children's education

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Financial Success

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Financial Success

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Financial Success

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Financial Success

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Financial Success

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Financial Success

Poll

Standard of living is defined as the "stuff" you own.

Would you follow your parents financial footsteps, and their idea of standard of living?

Would you break the mold and create your own path?

• Follow the path my parents led

• Break the mold, create my own path

• A little of both

Open Ended

What do you think the ultimate goal should be in financial planning?

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Financial Success

Open Ended

What steps will it take to retire wealthy?

Open Ended

What steps will it take to retire early?

Open Ended

What factors can push your plans back?

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Financial Success