How an action plan is developed
Creating the client's action plan (called My Action Plan or MAP) is like putting all the pieces of a puzzle on a table and looking at where they fit together. Taking everything the mentor has learned about the client – from the Intake, Quick Quiz, Quick Questionnaire, and Quick Review – together they identify areas for learning and action.

How client goals affect the action plan
Client goals are the key to a successful action plan. A good financial mentor won't recommend that a client learn more about a topic just because it is good to know, but because it has a direct impact on the client's ability to achieve his/her goals.

How the action plan helps the client
The MAP lays out small, tangible steps that help clients move toward their goals and offer a way to track and celebrate progress. Clients will not only learn more about financial topics - they come away with a process for setting goals and making a plan to get there.

Next: MAP meeting preparation