2
Note to Advisor: Do not submit the client profiling kit to SEI
This client profiling kit is intended for use with individual, corporate, and
trust assets for both taxable and tax-deferred accounts, including IRAs.
Goal identification chart.
The goal identification chart allows you to outline and prioritize your goals.
The exercise will help you to uncover any biases that might stand in your way and learn what is most
meaningful to you. Review the chart and begin filling out the goal identification worksheet on the next
page. Interacting with your goals will lead to better conversations that you didn't know were possible.
WANT TO NOW
(example: charitable gift)
WANT TO LATER
(example: second home, business investments)
Goal: charitable contributions Goal: vacation home
HAVE TO NOW
(example: parental support, current lifestyle)
HAVE TO LATER
(example: college funding, retirement)
Goal: parental support, current lifestyle Goal: retirement
NOW TIME FR A ME LATER
HAVE
TO
PRIORIT
Y
WANT
TO
