The Process
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Future Planner

Future Planner

Step 1

Although, Janet has recently begun her career it's never too early to begin planning for retirement. Janet wants to save, pay off debt, and establish a sufficient retirement fund. Read this article to enlighten her on her options and extend support.

Step 2

Let's not forget that Janet works for an established Medical Center that offers retirement options. Review the different retirement plans to help Janet determine her options.

Step 3

Save all collected data to collaborate with Janet's 3 other personalities to develop a structured financial map.

Step 4

Save all information gathered from Steps 1 through 3 and wait for the other identities to complete their tasks to collectively create your financial presentation together. Click here to view your final step!

 

 

 

 

 

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