PFP Notebook

Prior to developing PFP Notebook, Jim Wilson used Brentmark’s Estate Planning Tools and Financial Planning Tools programs for the calculations and a word processor for the documents. He developed PFP Notebook in order to make the process more efficient and easier. You’ll like it for the same reasons. PFP Notebook is practice-oriented. It not only handles the calculations, but handles the otherwise time-consuming paperwork.

PFP Notebook consists of a number of modular areas including:

• Client Section
• Financial Data
• Risk Management
• Investments
• Retirement Planning
• Estate Planning
• Education Funding
• Income Tax

These areas are designed to allow you flexibility of use. The program offers optional links between modular areas so that you can use them all as part of one seamless whole or use them separately, choosing only what’s appropriate for individual clients.

PFP Notebook not only generates calculation reports and spectacular 3-D color graphs, it also includes explanatory text. All of the text is completely customizable by you. Over 800 inputs and calculation variables are available to be automatically merged into the text.

PFP Notebook offers you and your client an alternative to the traditional initial forms packet—the Financial Planning Data Gatherer. You can distribute this separate program on a disk to your clients. When the client first loads the program at home, your firm’s name is shown on the screen. After your client returns the disk or file to you, PFP Notebook can import the information. You can download it now for a good example of the "look and feel" of PFP Notebook.

PFP Notebook was selected as an Accounting Today 2007 Top 100 Product. It was previously selected in 2006, 2005, 2003, 2002, 2001, 2000 and 1999 as well.

PFP Notebook was top-rated in a 1994 survey of personal financial planning software by the AICPA PFP Division.

For a free demo disk, contact Brentmark Software. Send e-mail to sales@brentmark.com or call 1-800-879-6665.

Minimum recommended configuration for the program is a PC with Windows 98 or later.

Compare our program to others and see how it outshines, feature for feature, other programs which cost $1,000 to $2,000, PFP Notebook is priced at only $595.  Initial licensing includes six full months of maintenance coverage (updates sent as released).  Optional future annual maintenance is priced at $199.

Version 2008.00 included the following changes:

Ø      State Death Tax Manager is now included in the Estate and Gift Taxes model.  The State Death Tax Manager is a feature which handles state death tax calculations (estate taxes and inheritance taxes) for all 50 states. 

Ø      Income tax rates have been updated through 2008.

Ø      Two new “Snapshot” reports added to the Yearly Retirement Funding model in the Retirement Section.

Ø      Diagnostic Statement added to the Yearly Retirement Funding model.

Ø      New Calculate button feature on the Asset Life Schedule in the Retirement section allows you to offer a quick diagnostic of a person’s retirement readiness using only six inputs.

Ø      New help system enhances Vista Compatibility. 

Ø      New features have been added which enhance operation in network installations.  These include the Create Desktop Icon feature on the File Menu and Help File Location and Copy Help Files selections on the Help Menu. 

Ø      Improvements to the user interface of several models.