A Real-World Approach to Profitable Personal Financial Planning
PFP Notebook™ takes a real-world approach to profitable personal financial planning. It uses a step-by-step modular notebook approach which incorporates the philosophy of Jim Wilson, a pioneer in the field of personal financial planning. He developed PFP Notebook™ in order to make the process more efficient and user-friendly. PFP Notebook™ is practice-oriented. It not only handles the calculations, but handles the otherwise time-consuming paperwork.
MODULE AREAS
- Client Section
- Finances
- Risk Management
Investments
- Retirement Planning
Estate Planning
- Education Funding
- Income Tax
Key Features of PFP Notebook™
- flexibility of use
contains form packet data gatherer
calculation reports, graphs, explanatory text
- easy downloadable updates come right to your email with a one-click install
- updated to maintain compliance with all new laws and regulations
“I use the Retirement model in this program all the time. It is easy to input information and it allows me to model where my client is and how to plan for their retirement.”
