Here's a sample of a one-page document to show clients how their plan will pay off.
Visionary Financial Advisors, LLC
Helping Successful Families Create Happy & Prosperous Futures
Key Success Criteria for Bob and Betty Bliss 11/9/2005
Positive Vision of the Future
o Live in a one-story, ranch-style home on at least two acres in the country
o Home is on a secluded lot with view, garden, pool, shop/studio, and office
o Generate income through investments, writing, publishing, and consulting
o Family and friends stay for extended visits, and we travel
o Stay fit and healthy forever
Key Values
o Autonomy
o Optimism
o Creativity
o Authenticity
o Health and fitness
