Issue-Driven Implementation

Your Annual Update meeting will often identify new concerns, life transitions, planning topics, or behavioral issues that you will want to discuss and plan for in the coming year. Use the Issue Driven Implementation Chart and Guide to help you determine which tools to use with your clients.

Consider the following tool sequence for Retirement Planning:

  1. Retirement: Thinking It Through
  2. Wheel of My Retirement
  3. Visualize Your Retirement
  4. Retirement Vision
  5. My Ideal Week in Retirement