Financial Planning Interview Software for Financial Planners.

Financial Planning Questionnaire Software

Go to the Main Financial Planning Fact Finders Page Tutorial on How to Conduct Fact Finding Interviews
Site Information
(is listed below. The financial planning software modules for sale are on the right-side column)

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Free Downloads and Money Tools
(are listed below)

Free How-to Money eBook for DIY Investors, Critical Reading for Financial Advisers, and for Exposing Financial Myths

Free Sample Comprehensive Financial Plans

Free Money Software Downloads, Tutorials, Primers, Freebies, Investing Tips, and Other Resources

List of Free Financial Planning Software Demos

Selected Links to Other Relevant Money Websites

 

Free Retirement Calculators

Free 401(k) Calculators

Free Financial Calculators

Free Family Money Calculators

Free Real Estate Calculators

Free Debt Calculators

Free Investment Calculators

Free Tax Calculators

Free College Saving Calculators

Free Insurance Calculators

Free Business Owner Calculators

How to Use these Financial Planning Fact Finders (Word docxs) Electronically

Directions to get client data back and forth via e-mail (or Internet downloading / FTP)

These are the instructions for your clients to use to get their financial data back to financial planners / investment managers without having to use paper, the post, nor fax machines (paper has always been the best way to gather client data, but it's slow).

Financial planners: You should copy just these directions into a Word document / web page, so only the information inside the light green middle of the table shows. Why? So you can edit it to make it your own, because you don't want your clients to see this website.

The first thing you'll want to do is edit the front page of the fact finders to reflect your name (the financial planner) and business contact information. This all begins on the front page under the words "Prepared By:"

Also change the footers to reflect your firm too, deleting all of the copyright text on the page and the footer.

Don't change the date above because you want it to be the date the client actually worked on it, or the date they sent it back or the date you started working on the plan, not the date you sent it to them.

About how to conduct financial planning discovery electronically.

Directions for Clients

• Start with opening Fact Finder Part I. Then proceed to the others. This all depends on which ones you have, of course.

• First, find the date on the front page. Click a couple of inches to the left of the date, but at the same level vertically. This will highlight the date if you did it right. If the whole date is highlighted, then you can just type in the current date.

• Repeat this process by typing in your name under the text, "Especially Prepared For:"

• For all check box answers: If the answer to a multiple-choice question is answered by choosing a text box, then here's how to do it:

Select a box that reflects your answer by right clicking right on the box.

A little menu then comes up.

Choose, Properties.

Then another menu comes up. One of the options is "Default Value."

The "Not checked" option will be selected.

All you need to do is click on the "Checked" button, then click OK. The box with your answer is now checked (and will stay that way after you save, exit, and e-mail).

• For all other questions that want a typed-in response, just type in your answers directly onto that line.

These fact finders were painstakingly formatted to look good when printed, then used by writing on them. If you're going to be doing this electronically, then the formatting is mostly meaningless. So feel free to make all the long-winded notes you want to as it doesn't matter one bit what they look like to us or your financial planner.

So just click to the right of the end of the question, and type your answer. Again, pay no attention to the fact that it looks bad, because it doesn't matter.

The planners can format them to make them print nice if they want to. If the line is messed up, and you want to make it look nice, then delete the whole line, then just start typing. If you want to put the line back in after you're done typing, then highlight it, and then underline it.

• After you're done, save the Word document using a different file name with the "Save As" function when you click the top left circle icon.

Choose a name that's relevant to the work - for example, "John Sample's Investment Fact Finder.docx"

This will make it so the original file that was sent to you will be preserved, so you can start over fresh if you want to later.

That's about it. Once it's done, and saved, you can attach it to an e-mail, or put it online for download (or FTP).

Financial Planning Software Modules For Sale
(are listed below)

Financial Planning Software that's Fully-Integrated
(the IFP is the NaviPlan alternative for 1/6th the price)

Goals-Only "Financial Planning Software"
(the MoneyGuidePro alternative for 1% of their price)

Retirement Planning Software Menu: Something for Everyone
(the RWRs, RP, and SRP)

Comprehensive Asset Allocation Software

Model Portfolio Allocations with Historical Returns

Monthly-updated ETF and Mutual Fund Picks

DIY Investment Portfolio Benchmarking Program

Financial Planning Fact Finders for Financial Planners Gathering Data from Clients

Investment Policy Statement Software (IPS)

Life Insurance Calculator (AKA Capital Needs Analysis Software)

Bond Calculators for Duration, Convexity, YTM, Accretion, and Amortization

Investment Software for Comparing the 27 Most Popular Methods of Investing

Rental Real Estate Investing Software

Net Worth Calculator (Balance Sheet Maker) and 75-year Net Worth Projector

College Savings Calculator

Financial Seminar Covering Retirement Planning and Investment Management

Sales Tools for Financial Adviser Marketing

Personal Budget Software and 75-year Cash Flow Projector

TVM Financial Tools and Financial Calculators

Our Unique Financial Services
(are listed below)

We're Fee-only Money Managers: So you can hire us to manage your money, and/or financial advisers can hire us to manage client money, using our Model Portfolios and/or Asset Allocation Systems

Mr. Market Timer's Unique Market-neutral Stock Market Timing Services
(the hedge fund alternative)

Consulting Services: Hire Us to Make Your Financial Plan, Retirement Plan, Benchmarking Report, Whatever

Buy or Sell a Financial Planning Practice

Miscellaneous Pages of Interest
(are listed below)

Primer Tutorial to Learn the Basics of Financial Planning Software

About the Department of Labor's New Fiduciary Rules

Using Asset Allocation to Manage Money

Download Brokerage Data into Spreadsheets

How to Integrate Financial Planning Software Modules to Share Data

CRM and Portfolio Management Software

About Monte Carlo Simulators

About Efficient Frontier Portfolio Optimizers

Calculating Your Investment Risk Tolerance

About Discount Brokers for DIY Money Management

About 401(k) Plan Management

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