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New Client Template

Transcript: Bob & Mary Smith Personal CFO Have you developed a Financial Plan? 57% 80% Probability of Success Probability of Success In Confidence Zone In Confidence Zone Current Status Optimal Result Needs Currently trying to benchmark their budget Not sure how much they currently spend or would need to keep lifestyle in retirement Wants to be able to live off $6/month since mortgage is paid off Currently spend $1843/month of health insurance as self employed Connie may go back to work Concerned about outliving their money Goals Give the next generation a better chance than he was given Leave a legacy to his son Pay for Callum's college Doesn't see himself retiring but will want to slow down at some point Wants to be on the board of a company working 10-20 hrs/wk making $30-40k/year Lifestyle Needs Lifestyle Needs Determine amount of income needed to support your essential living expenses Determine purpose and cost of one-time large expenditures including education, vacation homes or assistance for family members Establish your financial independence goals and the price to be paid to achieve them Review your annual charitable giving objectives and how they should be funded What are the income and lifestyle needs and wants of your family currently and prospectively? Item 2 Item 3 Item 3 Income Sources Income Sources Understand current and projected income for your family Determine the amount of income that you wish to replace if your were to become disabled Review the cost/benefits of various pension or retirement plan pay-out options Analyze social security income options Have you evaluated all current sources of income and potential changes to these sources? Understand required minimum distributions from retirement plans Objectively consider any expected gifts or inheritances Item 2 Item 3 Item 3 Item 3 Item 3 Benefit Utilization Benefit Utilization Review participation in pre-tax reimbursement and cafeteria plans Determine levels of participation and type of company retirement plans (qualified and non-qualified) Review all available stock purchase and stock option plans Evaluate whether any forms of IRA contributions, rollovers, or supplemental retirement plans on self-employment income are appropriate Are you fully utilizing all benefits available to you? Item 2 Item 3 Item 3 Investment Consulting Do your investments match your risk tolerance and financial goals? Current Investments UK SIPP ($300k) Morgan Stanley IRA ($170k) Texas College Savings 529 Plan ($35k) Investment Philosophy Investment Philosophy Define your attitude toward investment risk Determine whether the optimalized target allocation is consistent with your risk attitudes Determine legal, investment, regulatory restrictions or unique circumstances impacting your portfolio Determine the least risky asset allocation that maximizes the probablility of success of your financial plan Have you developed an investment philosophy? Item 2 Item 3 Item 3 Portfolio Mechanics Portfolio Mechanics Decide accounts to consolidate, transfer, or maintain separately and how to handle for policy & advice Determine the type of investments/strategies to be utilized in each account Determine portfolio tax and expense efficiency Review portfolio performance relative to appropriate benchmarks Have you determined the mechanics for managing your portfolio and the evaluation of what success looks like? Item 2 Item 3 Item 3 Business Succession What's your business worth and why? Business Overview Not Applicable Exit Planning Exit Planning Determine business valuation Develop succession plan Have you developed an exit plan for your business? Item 2 Business Interests Business Interests Consider liability & tax implications of your business structure Establish and/or review buy sell and business continuation agreements Determine potential business impact of owner disability Establish appropriate funding mechanisms for buy-out upon death Have you defined and protected your business interests? Item 2 Item 3 Item 3 Wealth Preservation How are you protecting the wealth you've built? Current Net Worth Net Worth - $905,000 Investment Assets - $505,000 Other Assets (House) - $400,000 Liabilities - $0 Tax Planning Tax Planning Determine appropriate levels of withholding and estimated tax payments Determine whether tax-loss harvesting is possible and appropriate Review gifting opportunities and strategies to transfer assets and reduce current income tax liabilities Determine whether to accelerate or defer income and/or deductions for tax bracket or AMT reasons Are you proactively engaged in tax planning for you and your dependents? Item 2 Item 3 Item 3 Credit Strategy Credit Strategy Determine desired level of emergency fund and credit lines funding Evaluate appropriate credit cards for limits and benefits Develop a strategy for when you wish to be debt-free Have you established your philosophy regarding using savings or credit? Item 2 Item 3 Debt Management Debt Management Review the Risk

Client Presentation

Transcript: What is the importance of an optimistic approach when dealing with a patient who suffered a stroke? CVA Decreased muscle strength and control Decreased endurance Limited range of motion Uncoordinated or jerky movements Nursing Diagnosis 2 Impaired Skin Integrity 4 Nursing Diagnosis 4 Bathing/Hygiene Self-care Deficit 2 Nursing Goal: Acknowledging factors that lead to the low self-esteem feelings When a cerebrovascular accident or stoke occurs the blood flow is temporarily restricted and does not allow the brain cells to receive the nutrients they need, as a result within minutes they begin to die. When a person suffers a stroke is it the opposite side of the brain that is affected and in turn the opposite side of the body. Ischemic stroke is one of the two kinds of cerebrovascular accident, it is caused when a blood clot blocks or plus one of the vessels in the brain. Name: R.R Age: 81 Allergies: NKA Hx: CVA, Chronic renal failure, hyperlipidemia, anemia,ischemic heart disease, prostate enlargement, coronary artery disease, degenerative c-spine. Married, 3 Children, 1 Grandchild, Retired Nimbus Owner Priority: A B C Client was hospitalized on May 12th, 2011 for chest pains. On May 13th he went for stinting of vessels resulting in a failed attempt. He had a pacemaker put in on May 17th due to second degree heart block. On May 19th a second trail was successful on inserting vessel stinting. Post procedure he developed hemiparesis with slurring of speech and flattening of left face. He was admitted to Wascana Rehab on July 7th, 2011 because of the cerebral vascular accident. How is the clients self-esteem threatened by this illness? Loss of independent functioning Social role chances Decreased Control over environment Nursing Goal: Encourage client to be optimistic Critical Thinking Questions: 5 Nursing Goal: Client will understand risk factors Nursing Diagnosis 6 Risk for Infection Client presentation Nursing Diagnose 1 Impaired Physical Mobility Physical Immobilization Body Moisture Scratches skin Extremes of age Shearing forces Pressure How would you be able to cope with loss of functioning of one side of your body and not being able to do previous activities? Nursing Goal: Encourage client to wash with washcloth daily Nursing Diagnosis 3 Moderate Powerlessness Ashly Laliberty Doubts regarding role behavior Dependency Loss of privacy Debilitating conditions Frustration over inability to preform previous tasks Nursing Goal: Client will be moved Q2H on my shift Broken skin on elbow Indwelling catheter Extremes of age Weakness, Fatigue Neuromuscular impairment Unable to do any bathing Nursing Diagnosis 5 Risk for Situational Low Self-esteem Nursing Goal: Client will engage in exercises by end of shift 29/11/12 Path of Physiology

Client Presentation

Transcript: MUDDY RIVER PARTY FOR A CAUSE a Great Party How: Offer VIP Packages that happens to support the arts Bus stop advertisements & Posters on transits How: Weaknesses CONSISTENCY Use Humor to be relatable Septa Campaign Multimedia get sponsors Social Media Campaign reach out to various sponsors Vitamin Water/Redbull both have presence in Philly Blick/art& music supply stores relates to festival gives them a chane to give back to community Great location - BUT no public transportation most of our demographics live in urban areas and rely on that OTHER CONCERTS Partner up with local bars and clubs An Electronica Jam Festival PRESENTED BY generate hype Email Blast Facebook - Clean/ Simple Advertise Festival, Sponsors and Bands Print public transit campaign And here you are Web pop-up & Leaderboard all in one place VENUE Webpage is cleaner and provides information In-house bar/club ad Goal: Twitter - Give : Updates Information Giveaways large space for the tents, RV camping, multiple stages, & merchant stands Identity supporting the arts Promoting the music, and starting a trend to be more involved in the community Becoming a PHILLY FESTIVAL attracts concertgoers cleaner design makes it versitle on print and web Goal: advertisement to be placed on bus Clean, Funky Bold TRANSPORTATION Strengths Threats THE CONCERT Opportunities guarantee sponsors ads on web, collateral and on the VIP packages Generate Hype Connect Sponsors, Attendees & Bands your chance to Many other festivals happen during the summer, will be going up against them Septa Campaign Goal: & a heavy reliance on Has to be a constant annual event to be branded as a Philly Festival use routes that target audience would use partner with Septa to promote it as a Philly Festival and provide transportation to event

BLUE FLAME - Client Presentation Template

Transcript: DESIGN DEFINE Creative Specialist DISCOVER DECENT DRIVE DEVELOP DEPLOY Creative Director Other Department COLLABORATIVE WORKFLOW Creative Manager Utiliztion Rates Blue Flame's creative utilization rate is defined as the percentage of time a resource spends directly on active projects. Target Utilization: approximately 80% CREATIVE WORKFORCE CREATIVE WORKFORCE *data reflecting six weeks of reported hours Creative Operations Manager 149% Creative Operations Manager 149% 3D Designer 71% 3D Designer 71% Graphic Designer 59% Graphic Designer 59% Graphic / 3D Designer 48% Graphic / 3D Designer 48% A creative director is a vital role in all creative industries. The responsibilities of a creative director include leading the design and concept for any assigned projects. The creative director is known to guide a team of internal specialists and external resources with skills and experience related to creative industry fields. The creative director may also assume the roles of an art director, copywriter, photographer/videographer, or lead designer. Some example works can include brainstorming, storyboarding, visual layout, and copywriting. Creative Director 0% Creative Director 0% Blue Flame could concider building a pool of freelance Creative Director specialists to be tapped per project opportunity that matches their professional experience. Events Print Digital Social Pool Pool Blue Flame could test new Creative Director resources through pilot projects. Some projects that can be used as a pilot include: Blue Flame Branding & Marketing (print / digital) New Business Opportunites (events) Pilot Pilot INITIAL REQUEST INITIAL REQUEST EVENT INFORMATION EVENT INFORMATION CLIENT INSPIRATION CLIENT INSPIRATION ASSETS ASSETS VENUE INFORMATION VENUE INFORMATION INTERNAL KICK-OFF / BRAINSTORM INTERNAL KICK-OFF / BRAINSTORM QUESTIONS QUESTIONS RESEARCH & INSIGHTS RESEARCH & INSIGHTS STRATEGY STRATEGY TACTICS TACTICS RESOURCES RESOURCES SCHEDULE SCHEDULE BUDGET BUDGET PROPOSAL PROPOSAL ROADMAP ROADMAP LOOK & FEEL LOOK & FEEL CONCEPT CONCEPT INITIAL CONCEPT INITIAL CONCEPT REVISION 1 (R1) REVISION 1 (R1) REVISION 2 REVISION 2 FINAL REVISION FINAL REVISION MAPS / GROUND PLANS MAPS / GROUND PLANS GRAPHICS GRAPHICS DIGITAL DIGITAL COPY COPY INTERNAL REVIEW INTERNAL REVIEW CLIENT REVIEW CLIENT REVIEW PRODUCTION FILES PRODUCTION FILES INITIAL DEV INITIAL DEV DEV CHECK DEV CHECK FINALIZE FINALIZE SHIP SHIP LOAD IN LOAD IN ACTIVATE ACTIVATE RUN OF SHOW RUN OF SHOW PHOTO / VIDEO CAPTURE PHOTO / VIDEO CAPTURE LOAD OUT LOAD OUT INVOICING INVOICING FILE ARCHIVAL FILE ARCHIVAL PROJECT RECAP PROJECT RECAP POSTMORTEM POSTMORTEM

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