Overlaying key life events against portfolio balance reports

That's a great idea sharyn.evans8. We work with people mostly planning for retirement so we generally incorporate the 'wish list' into the modelling. This would typically include travel, car purchase, possible gifts to children. We also do scenario modelling which generally revolves around downsizing and gifting and this not only shows the client what is affordable, but better yet, promotes valuable conversation which enhances the client/adviser relationship. I think your idea of producing a Personal Life Events Report, especially if it's visual, would be greatly appreciated by your clients.