Ordering Financial Planning Fact Finders

If you want more financial planning software than what's below, e-mail your list or call (503) 309-1369, for a discounted price.

Prices below are the total U.S. dollar amounts billed. They include all taxes, handling, normal delivery charges, etc.

E-mail delivery is usually same day, but could take up to two days.

Tips for getting orders approved outside the U.S.

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E-mail Delivery Prices

The only Fact Finder an investor / consumer would need is the Investment Fact Finder

Investment Fact Finder and Investment Risk-Tolerance Calculator (part of Fact Finder Part I): $37 Go to the Secure Form.

Cash Flow / Incomes / Expenses (part of Fact Finder Part II): $18 Go to the Secure Form.

Estate Planning / Insurance (Life, DI, and P&C) Summary Fact Finder (part of Fact Finder Part II): $13 Go to the Secure Form.

College Planning: $6 Go to the Secure Form.

Retirement Planning (part of Fact Finder Part II): $11 Go to the Secure Form.

Existing Client (investment and retirement): $40 Go to the Secure Form.

Business Owner Fact Finder: $10 Go to the Secure Form.

Fact Finder Part I: $50 Go to the Secure Form.

Fact Finder Part II: $36 Go to the Secure Form.

Fact Finder Part III (asset data): $24 Go to the Secure Form.

In-Person Interview Fact Finder: $60 Go to the Secure Form.

 

Fact Finder Parts I and II: $75 Go to the Secure Form.

Fact Finder Parts I, II, and III: $85 Go to the Secure Form.

In-Person Fact Finder with Fact Finder Part II: $80 Go to the Secure Form.

In-Person Fact Finder with Fact Finder Parts II and III: $100 Go to the Secure Form.

All Fact Finders (everything above): $125 Go to the Secure Form

All Fact Finders (everything above) with Investment Policy Statement: $150 Go to the Secure Form.