What if there was a quick and easy way to assess whether your clients have an income gap or excess cash flow?
The Income Gap Assessment will allow you to skip the long, drawn-out budgeting process and get right to the good stuff: what kind of situation is your client facing once they retire?
The Income Gap Assessment exercise is designed to determine the gap between the net income a person is currently living on while working and the fixed income sources they will have after they retire.