
1 minute read
TheRADICALExperience!
by PaducahBank
CONNECT 03
STEP ACHIEVE | ENSURING ACHEIVEMENT OF YOUR GOALS. Tell me about any relationships outside of Paducah Bank.
Who manages your financial plan?
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STEP DREAM | BUILDING A ROADMAP TO ENSURE YOU GET THERE. What major purchases are in your future and do you have plans in place for them?
04
Tell me about any plans in place to either manage or reduce your current debt.
How confident are you that you are saving enough or have access to liquidity for major events?
What are the best recommendations to ensure our client is put in the best financial position after the experiences today?