Identifying the needs & Priorities Flashcards
(2 cards)
1
Q
Introducing DIRIE/Needs & Priotrities
A
“I’d like to have a discussion around certain scenarios that might help us identify some areas of your financial health that would be prudent to look at in more detail - is that okay?
2
Q
To cover off:
A
- Remind to ask questions and challenge
- Use PEGY where necessary
- Refer back to life plan and CFR to draw on scenarios/potential negative outcomes.
Once agreed areas of priorty
* TWIGABIODA
