Financial Planning Marketing Software for Financial Planners.

Sample Financial Planning Meeting Agenda

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Site Information
(is listed below. The financial planning software modules for sale are on the right-side column)

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Financial Software Price List

How to Buy Investment Software

Discounts for Financial Advisers
(and how to subscribe to the full Bundled Deal for $100 a month)

Lifetime and 5- to 15-year Extended Subscriptions

New Financial Planner Starter Kit

Professional Investment Portfolio Building Kit

Financial Planning Software Support

Financial Planner Software Updates

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Questions about Personal Finance Software? Call (503) 309-1369 or Send E-mail to

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

Financial Planning Meeting Agenda

Initial Meeting:

We'll give you an overview of the financial planning process.

Then we'll tell you what we do, which is: Conduct discovery, generate financial reports, make and present financial plans, implement strategies, manage investment portfolios, and monitoring and reviewing your case as time goes by.

We'll discuss confidentiality so you'll know everything you tell us is a secret.

Then we'll tell you how we do everything in detail.

We'll coordinate with your other financial advisors.

Then we'll use state of the art comprehensive and integrated financial planning software to help forecast your future.

We'll discuss how we get paid: Financial compensation plus referrals.

Prospect qualifying: Review of balance sheet and/or tax returns (Fact Finder Part I or In-Person Fact Finder).

We'll also show you a sample financial plan so you can see what you'll be receiving if you hire us.

It has explanation of the benefits, historical investment portfolio returns and yields, and review of the Cost Benefit Ratio.

Then you can talk all you want to about things like what do you want to hire us to do for you.

Then we'll engage by executing written and agreements, and give you our SEC Form ADV and Fee-Based contracts to sign.

Then we'll set up the next appointment, which is for gathering financial information needed to get to know you, and run financial projections.

About making a financial plan meeting agenda.

Second Meeting:

This is where we'll collect your financial data needed to input into financial plan software.

We'll start with what we call Fact Finder Part II to get to know you well enough to make recommendations.

Then we'll use Fact Finder Part III to organize and gather detailed investment account data, if needed.

Then we'll discuss and set your goals, priorities, visions, assumptions, and objectives.

An interim meeting after that may be set up to confirm your financial account data to be input into investment software. This can also be done by mailing preliminary reports.

When this is completed, then we'll set next appointment.

Third Meeting:

We will return original financial documents to you.

Discuss any changes from last appointment.

Present the financial plan reports.

Recommend other resources to read.

Coordinate with your other advisors.

Clarify and confirm client goals and objectives.

Clarify and confirm Current version numbers.

Clarify and confirm planning rate assumptions.

Discuss preliminary Proposed version concepts.

Discuss any unresolved planning issues or objectives.

Calculate required minimum income distributions of qualified plans.

Re-allocate investments using the general asset allocation guidelines calculated for you.

Review titling of assets to ensure proper estate distribution.

Review life insurance holdings to ensure proper estate distribution.

Implement financial planning recommendations: Set timetables for things that can't be implemented on the spot.

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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