|
Moneycraft develops a Blueprint for each
client in which we outline and explain the
key issues that should be the focus of our
efforts, and describe the follow-up items
that we’ll address together. Depending on
the clients' circumstances, we will also prepare
other reports, such as a Financial Plan, which
estimates the amount of progress made toward
financial goals, and Analysis Reports, which
provide information about a particular issue.
In addition, we provide background materials
for clients who are interested in learning
more about relevant issues. Each document
is placed in the clients' secure, online folder.
Below are documents for Jane and John Moneycrafter,
a sample Moneycraft client. View their reports
to see how the Moneycraft approach works.
Sample downloads are in a PDF file format
and are viewable with Adobe Acrobat Reader.
Download
a free version of Adobe Acrobat Reader.
|
