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Catalogue code D01 Full presentation or module? Presentation Slide numbers: D01-1 to D01-20 Registered/Non-Registered Usage: This presentation is for use.

Published byLaurence McKenzie Modified over 9 years ago

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Presentation on theme: "Catalogue code D01 Full presentation or module? Presentation Slide numbers: D01-1 to D01-20 Registered/Non-Registered Usage: This presentation is for use."— Presentation transcript:

1 Catalogue code D01 Full presentation or module? Presentation Slide numbers: D01-1 to D01-20 Registered/Non-Registered Usage: This presentation is for use by Investment Advisor Representatives only. (Choices: registered rep use only, not for registered rep use, allowed for all, partial limitations) Last update info: Date updated: 2015-08-04 Project #25730 Description of changes: update with new approved template Filed with FINRA? No If yes, date: Notes: This presentation is for use by Investment Advisor Representatives only. Typically the only Investment Advisor Representatives working for GuideStone Advisors are Personal Financial Strategies & Services employees. All other employees should not use this presentation and should use presentation A26 to discuss GPS. GPS: Guided Planning Services HIDDEN DESCRIPTION SLIDE — NOT TO BE SHOWN TO THE PUBLIC GPS: Guided Planning Services Graphic master – do not delete

2 D01-1 Personal Inventory GPS: GUIDED PLANNING SERVICES

3 D01-2 Personal Inventory GPS: GUIDED PLANNING SERVICES

4 D01-3 Personal Inventory 1. Retirement Accounts GPS: GUIDED PLANNING SERVICES

5 D01-4 Personal Inventory 2. Annual Income GPS: GUIDED PLANNING SERVICES

6 D01-5 Personal Inventory 3. Living Expenses GPS: GUIDED PLANNING SERVICES

7 D01-6 Risk Assessment GPS: GUIDED PLANNING SERVICES

8 D01-7 Risk Assessment GPS: GUIDED PLANNING SERVICES

9 D01-8 Risk Assessment GPS: GUIDED PLANNING SERVICES

10 D01-9 Evaluate Your Results GPS: GUIDED PLANNING SERVICES

11 D01-10 Correct funds? GPS: GUIDED PLANNING SERVICE

12 D01-11 Evaluate Your Results — “What-if” Scenario GPS: GUIDED PLANNING SERVICES

13 D01-12 Saving enough? GPS: GUIDED PLANNING SERVICES

14 D01-13 Saving enough? GPS: GUIDED PLANNING SERVICES

15 D01-14 Saving enough? GPS: GUIDED PLANNING SERVICES

16 D01-15 Saving enough? GPS: GUIDED PLANNING SERVICES

17 D01-16 Saving enough? GPS: GUIDED PLANNING SERVICES

18 D01-17 Saving enough? GPS: GUIDED PLANNING SERVICES

19 D01-18 Saving enough? GPS: GUIDED PLANNING SERVICES

20 D01-19 Your Action Plan GPS: GUIDED PLANNING SERVICES

21 D01-20 Your Next Steps GPS: GUIDED PLANNING SERVICES

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