Follow these simple steps for your
First Run through MONEY DECODER–
1. Keep your eye on the “Knowledge” area in the cockpit for;
a. Instructions for usage
b. Planning considerations and analyses
c. Tips & Instructions to assist in your financial success
2. Complete as much as you can, without searching for documents.
a. Use whatever documents are handy,
b. Don’t stop entering information on your profile to search for documents.
c. Make an educated guess. Trust us on this! (1st input should take 15-20 minutes).
- Complete each page/icon to the best of your ability.
- Move through each ICON/picture in the order they appear, or just click “next”
- Start with “Family” and end with “Expenses”- but, try not to skip anything.
4. 30 days until perfect
a. As statements and other financial documents filter in through mail over the next 30 days, open MONEY DECODER and input the exact details of your accounts, such as: Balances, Interest Rates, Payments, Values, etc.
b. Within about 30 days your financial plan will be perfect.
c. Anything which does not arrive over that time, you can call on, such as; Insurance amounts, coverages, limits, etc.
