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Unlock the power of Planning with SMART Plan

 

Are you ready to unlock your clients' full financial potential? 

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Discover how SMART Plan transforms your clients aspirations into actionable goals and builds lasting relationships based on trust and success.​

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SMART Plan is a new, easy-to-use suite of financial planning tools that guides advisors and clients in understanding the client’s current financial situation while identifying future goals and needs. Once these goals are defined, SMART Plan translates them into a simple, clear, and actionable strategy, empowering clients to confidently follow their financial roadmap.

 

At its core, financial planning is about building genuine, trusted relationships. By understanding clients’ personal goals, advisors lay the foundation for a value-driven partnership that goes beyond numbers and spreadsheets.

 

While SMART Plan employs advanced calculations, the heart of its approach is the advisor-client relationship. It facilitates meaningful conversations about aspirations and dreams, turning them into clear, actionable plans that clients can implement as part of their financial journey.

What is SMART Plan​?

Financial planning is understanding and achieving clients’ financial goals.

 

SMART Plan is built on the time-tested philosophy of SMART Goals: 

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Simple: Identify specific and straightforward financial objectives.

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Measurable:  Clearly define financial commitments to track progress effectively.

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Attainable:  Ensure the goals are realistic and within the client’s capacity to achieve.

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Realistic:  Align goals with the client’s unique circumstances and resources.

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Time-Based:  Establish a timeline, with SMART Plan illustrating various scenarios.

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This structured approach simplifies financial planning, making it both achievable and motivating for clients!

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SMART Plan serves as an exciting tool for advisors to engage in enlightening conversations with clients, turning ideas like “I need to provide for my child’s education” into concrete SMART Plans. Together, the advisor and client use SMART Learn to create a Plan where the client can see the contributions, timelines and drawdowns needed to meet the goal. Being part of the process the client buys in to the plan.

Your Journey Begins Here with these options​

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SMART Plan supports advisors through steps 2 and 3 of the internationally recognized Six Steps of the Financial Planning Process. From understanding client goals to crafting a comprehensive plan, SMART Plan equips advisors to help clients achieve success in areas such as:

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  • SMART Save: Build a robust savings strategy aligned with clients’ dreams.​

  • SMART Learn: Plan every stage of a child’s education journey with confidence.​

  • SMART Retire: Design a retirement plan to enjoy golden years to the fullest.​

  • SMART Risk: Safeguard and secure a family’s future from unexpected challenges.

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Take the First Step Toward Financial Planning Success

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With the SMART Tools set of planning tools, you will have all the tools and support to turn your clients' dreams into reality. Use SMART Plans together with your clients to make their financial aspirations come alive!

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Achieving financial goals not only brings relief for your clients but also activates their brain’s reward centers through dopamine, the "feel-good" hormone. Once a neuroscience term, dopamine is now shorthand for focus, motivation, and joy.

 

Financial stability plays a key role in this process. Setting and working towards financial goals, like saving for a house or paying off debt, triggers dopamine release, keeping clients motivated. Each small step forward provides a dopamine "hit," reinforcing progress and encouraging continued effort.

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Keeping your clients motivated is a true value-added relationship that clients will treasure.

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