The sequence of events in the financial planning business goes something like this:

· If you want to grow, then you'd drum up new qualified prospects with something like this financial planning marketing seminar.

· Then you'd get them to come into your office so you can show what you can do for them, and tell how you get paid. You do this by using sample reports that you make from the actual software or by downloading the free sample comprehensive financial plan.

If you have an investment track record, then you'd show them that too. Most people don't, so you can use the historical returns of the Asset Allocation Models and Asset Allocation Tutorial page.

The point is to show them what they'll get when they hire you. If people like what they think they'll get, for what it will cost them, then more than likely they'll hire you. People won't hire you unless they know you have the tools to do the jobs they need done.

· Then if you work on a fee basis, you'd use the client agreement, tri-fold marketing brochure, your ADV, and other firm bio information to either close them on the spot, or give it to them to take home to ponder in a New Prospect Binder.

· When they hire you, or if you're not working on a fee-basis, you'd use Financial Planning Fact Finders to gather their personal and financial data.

· You'd then input data from Fact Finders into the various financial planner modules; crunch the numbers, print the final versions, organize the reports, and then get them to come back in. Then you'd show them their future if they kept on doing what they were doing verses following your brilliant recommendations.

If you're any good, there will a big difference in the two scenarios. This difference is the value you add, which justifies the money they pay you. The more value you add to someone's life, the more money and free referrals they'll give you over time.

· Implement the financial plans: Do paperwork, open accounts, make trades, manage their money, give advice, organize things, sell insurance, etc.

· Then you monitor, rebalance asset allocations, review, update, and do all of the required maintenance and compliance functions.

There are an infinite number of variations to the general theme. The details on how to do most of these functions, and free financial tools to help, can be found on the free tips, downloads, and freebies page.

▪ We don't offer personal finance software that downloads investment/account/trading data into your computer from the internet. The only program that would apply to anyway would be the asset allocation and net worth modules.

▪ There is no investment software for making trades online.

▪ There is no CRM client contact/database software for inputting basic client data (from Fact Finders) onto your computer, so you can pull up a client by their name and see all of their information.

▪ There is no Portfolio Management Software that will show accurate return information in client accounts. This costs around $10,000 initially and then ~$5,000 annually for a one-user system.

▪ There is little-to-no software that manages compliance functions.

▪ There is no investment database software for looking up historical data on investments, and/or performing investment-screening functions.

▪ We also don't offer personal/business tax computing, small-business accounting, nor estate planning software.

Other vendors already have these modules covered adequately for a reasonable price, and can be added to financial plans made using our software.

Why we're superior to the competition

Get the following financial plan software bundled together with a huge discount

The Bundled Deal contains all of the software listed on this site.

They all can be integrated (to share input data), just like other comprehensive financial software.

All Bundled Deals include one-time mutual fund picks. You can also subscribe to get monthly updates.

You can delete items to get a lower price by sending an e-mail or calling (800) 658-1824. Read about the differences and redundancies between the modules.

Total disk space is around 200Mb. They are delivered in about four business days via regular U.S. postal mail. It's $25 more to ship next day.