This is the initial assumptions data entry screen for values used to generate the FGPS hypothetical projection. Data is entered by clicking the buttons 1-7 (hopefully in order) to fill in the financial information for the client. There is a lot of information that can be collected. Because of this, the FGPS storyboard requires an active contact record so that the data can be saved for future use. If you've already activated a contact record, any previous data will be pre-filled. If there is no active contact record, step 1 provides a simple way to create a new contact record 'on-the-fly' so that you can move forward without hesitation. This data entry screen includes many of the fact finder questions found in the Confidential Questionnaire (so the answers can be saved to the contact record.) Because of this, there are some data entry fields presented that don't affect the current calculation - but are there to provide informational insight as you get to know your client. A video walk-through of the entire Financial GPS storyboard presentation can be viewed by clicking here. |
Using the personal economic model as our guide, let's walk through each of these seven aspects of your financial position and get a picture of where you are today in your financial journey. |
All PEM values displayed are calculated using a calculation engine similar to Spending Game and represent a cash flow scenario based on the assumptions entered. Year-by-year values can be displayed and printed on the following screen. |
Use the playlist (below the video) to navigate from one video to the next: