POS
Having analyzed your current financial situation and your stated goals, needs and priorities, the following problems and/or opportunities and strengths have been identified.
As you think about your vision for the next three years, what do you perceive to be:
Return to J & S Jones Sample
The greatest potential problems to be eliminated (worry’s and issues):
Life seems to be somewhat out of balance Defining and protecting our financial situation Concerned about our recent drop in pension income Any chance that John might lose his earnings potential should be addressed Never wants to be in debt
The greatest opportunities to be focused on and captured (excited about):
To help our children make a deposit towards their first home
The greatest strengths to be reinforced and maximized (what gives you confidence!):
Family Health Profession Money Good people skills Likes to take initiative High energy and enthusiasm
