Ordering Financial Planning Fact Finders

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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.

Cash Flow / Incomes / Expenses (part of Fact Finder Part II): $18.

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

College Planning: $6 .

Retirement Planning (part of Fact Finder Part II): $11.

Existing Client (investment and retirement): $40 .

Business Owner Fact Finder: $10 .

Fact Finder Part I: $50.

Fact Finder Part II: $36.

Fact Finder Part III (asset data): $24.

In-Person Interview Fact Finder: $60.

 

Fact Finder Parts I and II: $75.

Fact Finder Parts I, II, and III: $85.

In-Person Fact Finder with Fact Finder Part II: $80.

In-Person Fact Finder with Fact Finder Parts II and III: $100.

All Fact Finders (everything above): $125.

All Fact Finders (everything above) with Investment Policy Statement: $150.