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Together with the intake interview, three information-gathering tools help paint a picture of the client's financial situation and where there are opportunities for additional learning:
1. Quick Quiz: a 30-question financial quiz helps uncover what the clients knows (or doesn't know) about financial topics, including credit, loans, financial services and planning. 2. Quick Review Exercise: an exercise to rank the goals identified during the intake. 3. Quick Questionnaire: a lifestyle questionnaire that explores life changes and learning styles.
These tools provide the foundation for the client's action plan (called My Action Plan, or MAP):
Quick Quiz | QuickQuiz Key | Quick Questionnaire Quick Review | Sample Next Steps Letter
Next: The Action Plan
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