EMoney Certification Practice Test

What two goals are presented to a client at the beginning of Lead Capture?

Retirement and Investments Retirement & Savings Income and Expenses Estate and Taxes

Correct Answer:

Retirement & Savings

Explanation:

At the start of Lead Capture, the two goals presented to a client are retirement planning and savings. This pairing focuses on long-term financial security: retirement sets the horizon for how much to accumulate to fund lifestyle later, while savings builds the foundation of cash reserves and invested capital needed to reach that target. Other areas like managing income and expenses or estate and tax planning are important, but they typically come after retirement and savings goals are established, or are addressed as parts of those broader objectives. Presenting retirement and savings first gives a simple, universal starting point that applies to most clients and guides the initial planning direction.

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