Capture Your Clients’ Goals in a Professional, Visually Appealing Manner

Goals "Shield" Labels by Bill Bachrach

If your clients have more than three major goals that require money… or if they want to establish a new goal after you’ve help them accomplish one of their first three… you can apply a Goals “Shield” Label to their Financial Road Map® (or Success Road Map® in the case of an employee) to capture their goal.

The use of Goals “Shield” Labels will help you maintain the professional appearance of your clients’ Financial Road Map® while providing your clients with the flexibility to aspire to even greater heights.