S.E.E.D. Financial Planning Programs

What does the "FIRE" movement stand for?

• Finance, Investment, Risk, and Estate

• Finance and Investment Risk Examination

• Financial Independence, Retire Early

• Freedom of Information and Records Exam

Which of these programs is for clients with investable assets over $1 million?

• Core

• Millionaire's Club

• Ignite

• Wealth Management

Which program's clients will typically be in their late 20s to early 40s?

• Millennials

• Ignite

• SmartPlanning

• Core

In what way does the SmartPlanning program help clients?

• Draft their will

• Invest in stocks

• Commit tax evasion

• Minimize tax liabilities

During which meeting will we discuss insurance needs?

• Risk Management

• Investment Planning

• Projections

• Opener

What do we call the session during which we meet the client for the first time and discuss their planning needs?

• Introduction Meeting

• Opener

• Initial Meeting

• Review Meeting

What is the name for the modeling technique that calculates 1,000 different scenarios and outcomes?

• Regression Analysis

• Machine Learning

• Monte Carlo Simulation

• A/B Testing

Which book series inspired Adeeb to be a writer?

• Harry Potter

• Nancy Drew

• Goosebumps

• Chronicles of Narnia

Which of these would occur during an estate planning meeting?

• Designating beneficiaries

• Analyzing insurance needs

• Building an investment portfolio

• Monte Carlo Simulation

What is the table that shows a client's cash flows over their lifetime?

• Decision center

• Cash flow report

• Agenda

• Fiduciary table