Projector is the follow up to the Financial X-Ray. It puts
together the "Big Picture", synthesized from the
data collected in Step 4.
that we know what your dreams are likely to cost, we work
with your current financial position to create future projections.
We factor in return on investments, inflation and tax ramifications.
The projections tell us how much money you will need to be
able to live your "life by design". They also give
you a clear idea of how realistic and achievable your aspirations
are. At this point we can define exactly what you will need
to put aside in order to make your dreams a reality.
Sometimes clients realize that their plans
may not be entirely attainable. In such cases we can help
you prioritize your plans and take the steps necessary to
bring your plans in line with your reality.
Changes can include:
· Pushing back the date of achievement
· Taking a more aggressive investment stance
· Accepting a scaled down lifestyle
Now that the plan is in place, you must protect it against
possible snags that could knock you off track. The
Insurance Adjuster, Step 6, is the next station on your