Four Financial Questions

Click through the steps of this screen to present the four most important financial questions everyone needs to know.

A video walk-through of the entire Financial GPS storyboard presentation can be viewed by clicking here.

There are four very important financial questions that everyone needs to know the answer to.

1.Rate of Return - Do you know the rate of return you need to earn on your savings and investment dollars to be able to live in the future like you live today, adjusted for inflation, and have enough money to last until your live expectancy? Would you like to know?

2.Amount to Save - Do you know how much you need to be saving on a monthly or annual basis to accumulate enough money by your retirement to live at the same standard of living you enjoy today? Would you like to know?

3.When to Retire - Do you know how long you will need to work before you can retire and have enough money to live until your life expectancy? Would you like to know?

4.Retirement Lifestyle - Do you know how much you will need to reduce your future standard of living during retirement if you don't do something different than you are doing today? Would you like to?

By answering a few simple questions about your current financial position, we can calculation where your current financial journey is heading as well as determine the answers to these four questions.  Would you like to do that? Great... let's get started.

No math presented on this screen.