The My Vision of Life Web site (MVOL) is for clients.
They can complete the Values Exercise, and create and quantify their vision of life. They can indicate their financial starting point such as the number of rental properties and retirement plans they have.
The site will save you time in the first step of the planning process. Clients “wants” in life are their area of expertize. Your area is helping them discover how they can achieve those wants through prudent lifestyle decisions and the application of sound financial-planning tactics.
MVOL and VisionWorks: Importing and Exporting Files (
click here)
(PDF File, 12KB)
Introduction Video (
click here)
(playing time: 3:00 minutes)
Importing Files from MVOL into VW (
click here)
(playing time: 1:00 minutes)
Exporting Files from VW to MVOL (
click here)
(playing time: 1:20 minutes)
Importing from MVOL to Update a VW file (
click here)
(playing time: 1:00 minutes)