Prospecting and sales software for financial planners.

New Financial Planning Client Sample Homework Assignment

Return to the Financial Planning Marketing Page About Sample Financial Plans Sample Financial Planning Client Pre-appointment Letter Sample Financial Planning Client Meeting Agenda More Mundane Sales Tools Like This Financial Planning Seminar Create a Custom New Prospect Binder New Financial Planner Starter Kit
Site Information
(is listed below. The financial planning software modules for sale are on the right-side column)

Confused? It Makes More Sense if You Start at the Home Page

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

Site Map

Site Information, Ordering Security, Privacy, FAQs

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

Personal Information Checklist

This free evaluation of your existing financial plan will help us both understand where you are currently, so that we may share ideas on how to improve.

The more of this information we have to work with, the more accurate your new financial plan will be.

It will answer many questions I'll have for you, as well as help you formulate good questions to ask me.

Please don't be concerned or delay our meeting if items on the list below don't apply to you. There will be ample opportunity in our discussions to cover any area in which you have interest.

In financial planning, where you want to be in the future, and the plans we make now to get there are far more important than where you are, or what you have to work with today.

About financial planning client homework.

Please Bring these Items, or Copies, to Our Next Appointment

• A Written List of Your Financial Goals (below)

Spouse and/or Significant Others

• Family Budget

• Wills, Trusts, Power of Attorney, and other Pertinent Legal Documents Affecting Your family

• Life, Health, Dental and Disability Policies

• Last Two Years of Tax Returns / Gift Tax Returns if Applicable

• Real Estate Holdings: Mortgage Information, Deeds, Contacts, Leases

• Appraisals of Collections, Jewelry, Antiques

• Prior Financial and Estate Plans

• Employee Contracts and Benefits: Beneficiary Designations, Health, Dental, Disability, Pension, Retirement, Profit Sharing, Stock Option and Purchase, Deferred Compensation, and Group Life Insurance Plans that you currently enroll in, or wish to look into further

• Divorce Settlements, Prenuptial or Premarital Agreements

• CD Maturity Dates, Rates, and Penalties

• Retirement Plans: IRA, Keogh, 401(k), TSA, etc.

• Record of Investments (Stocks, Bonds, Funds, Partnerships, Real Estate Deals, etc.)

• Checking, Credit Union and Savings Account Information

• Credit Card Information

• Life, Disability, Auto, Health, Home, and Personal Liability Insurance Policies

• Previous Financial Plans

• Anything else you may wish to discuss

Financial Goals Worksheet

Short Term Goals (from now to six months from now)

EXAMPLES: Credit Card Debt, Pay overdue taxes, Fix the car, Moving fund, Get a Will made, Medical Bills, Christmas shopping, etc.

Intermediate-term Goals (six months to two years)

EXAMPLES: Computer, Business Investment, Furniture, Household repairs, etc.

Long-term Goals (more than two years)

EXAMPLES: Buy another car, Buy a house, Remodel the house, Start a business

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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