Contextual Variables Flashcards
The contextual variables that impact each unique client in the planning relationship.
1
Q
Family Status
A
Traditional family
Single-parent
Same-sex couples
Blended families
Widowhood
2
Q
Net Worth
A
Ultra high net worth
High-net-worth
Mass affluent
Emerging affluent
Mass-market
3
Q
Income level
A
Low
Medium
High
4
Q
Life or professional stage
A
Student
Starting a career
Career transition
Pre-retirement
Retirement
5
Q
Other circumstances
A
Health issues
Divorce
Change of employment status
Aging parents
Special needs children