1. The Vision for CMW Financial To be Your Guide to the Future Financial Representative of and Advisory Services and Securities Offered through Lincoln Investment Planning, Inc., Registered Investment Advisor, Member FINRA/SIPC. CMW Financial, Inc. and Lincoln Investment Planning, Inc. are independently owned and each is responsible for its own business. 08/2007

2. Belief for our clients that they CAN be financially secure. We have million dollar clients on our advisory board who continually said, “I am just a teacher.”

3. We can be BOLD!

4. With trust comes great responsibility. We want our clients to understand what they are getting in to.

5. We manage their expectations. We empower their decisions.

6. Focus on the benefit, not the process until the appropriate time. Continue to ask questions until you lead them into the future they choose.

7. Listen to hear, not to manipulate. We listen to lead our clients.

8. Direct your attention to those who are not giving you their full attention.

9. Focus on their needs. You care about them and what they need.

10. Desire connects you to what you want and expectation brings it to you.

11. Don’t limit the client’s possibilities. We understand our clients better than they understand themselves.

12. Declaration of who I am for this person.