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Project Main Details
Using a technical yet cheerful voice texture. Jun 19, 2006 15:15:24 (GMT -05:00) Eastern Time (US & Canada) Jun 21, 2006 00:00:00 (GMT -05:00) Eastern Time (US & Canada) No (click here to learn more about
Project Parameters
Script Details
Build Your Team -> Script #1
Hi! Welcome to the Build Your Team demonstration. The Build Your Team function gives YOU (the Client-User) the ability to select a TEAM MEMBER who will help YOU get YOUR personal finances in order. For example, YOU could add a team member such as YOUR Financial Counselor by clicking on the drop down menu, located at the center of the screen, and then selecting FINANCIAL COUNSELOR.
[PAUSE for 3 seconds] To make YOUR Financial Counselor a part of YOUR team, select the State and City where YOUR Team Member’s office is located.
[PAUSE for 3 seconds] Then, select YOUR Team Member’s Company and Name.
[PAUSE for 3 seconds] Finally, add YOUR Team Member by clicking the “Add Team Member” button at the bottom of the screen.
[PAUSE for 5 seconds] To see if YOUR Team Member was added, click on the Goal Setting tab near the top of the screen, and then click on the Build Your Team tab and observe YOUR team member at the bottom half of the screen.
[PAUSE for 5 seconds] To send a message to YOUR Team Member, select YOUR team member or team members, and then click the “Send Message To Selected User(s)” button at the bottom of the screen.
[PAUSE for 5 seconds] To see if your message was sent to your TEAM MEMBER, click on the name of YOUR team member at the bottom half of the screen.
[PAUSE for 5 seconds] Click the “Previous Page” link, located at the top left of the screen, to return to the Build Your Team screen.
Congratulations, YOU have successfully completed the Build Your Team demonstration!
Goal Setting -> Script #2
Hi! Welcome to the Goal Setting demonstration. The Goal Setting function will help YOU reach YOUR dreams such as 1) buying the home you’ve always wanted, 2) getting rid of the unwanted debt that is holding YOU back or 3) building up YOUR savings for Unexpected Emergencies, Retirement or even YOUR child’s College Education.
YOU can start preparing for YOUR dream home by answering a few simple questions.
[PAUSE for 5 seconds] Do YOU know when YOU want to move into YOUR dream home? After answering a few questions, YOU will be able to create a plan for buying YOUR dream home.
What debt do YOU current owe? After YOU gather YOUR most recent credit card, loan and other debt-related statements, YOU can now begin adding all of the debts YOU want to eliminate.
Have YOU ever wanted something but didn’t have all of the money YOU needed for it? Well, YOU can start preparing now by setting YOUR saving goals for things such as a HOME DOWN PAYMENT, VACATION or RETIREMENT.
YOU can prioritize YOUR debt reduction or savings goals by deciding what amount of money YOU want set aside in YOUR budget. YOUR budget is a spending plan that considers all of YOUR monthly income and expenses.
For example, YOU can allow the minimum amount that YOU pay on YOUR debt each month to be included in YOUR budget or YOU can include an amount above the minimum in YOUR budget. Choosing “No” will allow the minimum amount to be included in YOUR budget and choosing “Yes” will allow an amount above the minimum to be included in YOUR budget.
YOU can also decide whether or not to include YOUR savings goals in YOUR budget. Choosing “No” will not allow YOUR savings goals to be included in YOUR budget and choosing “Yes” will allow YOUR savings goals to be included in YOUR budget.
YOU are now ready to prioritize the goals that will be included in YOUR budget.
Congratulations, YOU have successfully completed the Goal Setting demonstration!
Wealth Statement -> Script #3
Hi! Welcome to the Wealth Statement demonstration. The Wealth Statement function helps YOU create a list of YOUR assets (which is what YOU own) and liabilities (which is what YOU owe) and store them in a secure location. By using the Wealth Statement function, YOU will know what YOU are worth and where YOUR HARD EARNED MONEY has gone.
Now, YOU can begin to create a list of YOUR assets and liabilities to determine YOUR wealth.
Congratulations, YOU have successfully completed the Wealth Statement demonstration!
Budget -> Script #4
Hi! Welcome to the Budget demonstration. The Budget function enables YOU to create a spending plan so YOU can monitor and track YOUR income and expenses each month. By knowing where YOUR money is going every month, YOU will become very good at managing YOUR money and be able to make adjustments to YOUR budget when necessary.
[PAUSE for 3 seconds] If YOU are an employee, simply choose the “Income from Paystub” option from the drop-down menu located at the center of the screen.
[PAUSE for 5 seconds] YOU are now ready to enter YOUR Paystub information so that YOU can create YOUR monthly budget. Remember to select “how often you are paid” so that WE can calculate YOUR monthly income correctly. This information is crucial for YOU to create a realistic budget.
[PAUSE for 5 seconds] Now, YOU are ready to plan YOUR spending based on YOUR existing and expected monthly expenses. YOUR budget will help YOU determine where all of YOUR HARD EARNED MONEY is going every month.
[PAUSE for 2 seconds] By having a budget, YOU will be able to determine whether YOU are spending too much money or not spending enough money on certain items. For example, there may be times when YOU need to make adjustments to YOUR transportation spending. After all, the decisions YOU make with YOUR money NOW will definitely affect YOUR future.
Congratulations, YOU have successfully completed the Budget demonstration!
Actuals -> Script #5
Hi! Welcome to the Actuals demonstration. The Actuals function gives YOU the ability to enter YOUR actual income and expenses for the month. Rarely, would YOU have a perfect budget. That’s why it’s important that YOU keep excellent records of YOUR paystubs, bills and receipts.
[PAUSE for 2 seconds] YOU can determine exactly what YOUR monthly income is by adding up all of YOUR income from paystubs and other sources of income. Then, YOU would simply enter the actual amount of YOUR income for YOUR records.
YOU can determine exactly what YOUR monthly expenses are by reviewing YOUR billing statements and purchase receipts. Then, YOU would simply enter the actual amount of YOUR expenses for YOUR records.
Congratulations, YOU have successfully completed the Actuals demonstration!
Build Your Team -> Script #1
Hi! Welcome to the Build Your Team demonstration. The Build Your Team function gives YOU (the Client-User) the ability to select a TEAM MEMBER who will help YOU get YOUR personal finances in order. For example, YOU could add a team member such as YOUR Financial Counselor by clicking on the drop down menu, located at the center of the screen, and then selecting FINANCIAL COUNSELOR.
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