TOOLS
Behavioral Coaching
Tools for advisors to keep clients on plan when emotions run high.
Inputs
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Client impact in dollars
Portfolio before crisis$2.00M
Value at trough$980K
Dollar loss at bottom-$1.02M
Monthly income before (4%)$7K/mo
Monthly income at trough$3K/mo
Income shortfall-$3K/mo
Recovery: ~42 months from trough (historical avg)
Portfolio value over crisis & recovery period