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Learn to Prepare
Practice the Conversation
EXIT
JIRA
{{module_progress}}% COMPLETE
60% Complete
START
Please select a household
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{{households[1].household_name[0]}}
{{households[2].household_name[0]}}
{{prepare_model.household.household_name[0]}}
{{item}}
{{item}}
Top Five Cards
Spending
Savings
Timing
Legacy
Risk
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{{item.text}}
{{item}}
{{item}}
{{item}}
{{item}}
{{item}}
Levers
{{item.title}}
60% Complete
Client Experience
60% Complete
Probability of Success
{{prepare_model.primary_score}}%
primary score: {{prepare_model.primary_score}} secondary score: {{prepare_model.secondary_score}}
Question
Your Choice
Feedback
s1
s2
id
{{item.user_response.feedback}}
{{item.user_response.primary_score}}
{{item.user_response.secondary_score}}
{{item.id}}
TRY AGAIN
NEXT
TRY AGAIN
TRY ANOTHER SCENARIO
CONTINUE
SECTION COMPLETE!
NEXT
Client Experience
60% Complete
Probability of Success?
{{convo_model.primary_score}}%
TRY AGAIN
{{convo_model.household.household_name[0]}}
{{item}}
{{item}}
Top Five Cards
Spending
Savings
Timing
Legacy
Risk
{{item.category}}
{{item.text}}
{{item}}
{{item}}
{{item}}
{{item}}
{{item}}
Levers
{{item.title}}
60% Complete
Client Experience
60% Complete
Probability of Success
{{convo_model.primary_score}}%
primary score: {{convo_model.primary_score}} secondary score: {{convo_model.secondary_score}}
{{convo_model.quiz[0].prompt_title}}
{{item.prompt_title}}
feedback={{convo_model.quiz[convo_model.q_num].feedback}}
hide_next_btn={{item.user_response.hide_next_btn}}
$index={{$index}}
convo_model.q_num={{convo_model.q_num}}
TRY AGAIN
NEXT
{{convo_model.quiz[convo_model.q_num].prompt_title}}
You say...
primary_score={{item.primary_score}}
secondary_score={{item.secondary_score}}
feedback={{item.feedback}}
destination={{item.destination}}
OR
Ask For The Signature
{{convo_model.current_a}}
TRY AGAIN
NEXT
TRY AGAIN
TRY ANOTHER SCENARIO
{{$index+1}}
SECTION COMPLETE!
×
Propose Tradeoff
primary_score={{item.primary_score}}
secondary_score={{item.secondary_score}}
feedback={{item.feedback}}
destination={{item.destination}}
TRY AGAIN
NEXT
Your proposed trade-off
{{item.prompt_form_2}}
{{item.user_response.answer.toLowerCase()}}
TRY AGAIN
SUBMIT
primary_score={{tradeoff_model.primary_score}}
secondary_score={{tradeoff_model.secondary_score}}
{{tradeoff_model.quiz[tradeoff_model.q_num]}}
×
Ask For The Signature
signature
×
{{prepare_model.quiz[0].couplename}}
{{prepare_model.quiz[0].person1}}
{{prepare_model.quiz[0].person2}}
Goals
Income
Assets
Savings
Top Five Cards
FEAR
Protect my family if I'm not around
FEAR
Protect my family if I'm not around
FEAR
Protect my family if I'm not around
FEAR
Protect my family if I'm not around
FEAR
Protect my family if I'm not around
$200k/yr spending
$24k/yr college tuition for 4 years
$30k/yr for travel in retirement
Retirement Income
Eric Social Security: $34K/yr
Emily Social Security: $17K/yr
Probability of Success
60%
Levers
SPENDING
60% Complete
SAVINGS
60% Complete
TIMING
60% Complete
RISK
60% Complete
LEGACY
60% Complete