Goal-Driven Investing: Assuring a sustainable standard of living in retirement

GDI is a very powerful approach for

•Helping clients think through their priorities and identify their lifetime goals, which can be summarized in the Household Balance Sheet

•Keeping clients focused on what is important, namely achieving their goals efficiently rather than attempting to beat some irrelevant performance bogey

•Making financial planning more relevant, enabling the delivery of high-quality advice consistently within existing client service channels