PFP Notebook™

PFP Notebook™2019-02-18T15:47:52-05:00
Financial Planning Software

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.

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  • Client Section
  • Finances
  • Risk Management
  • Investments

  • Retirement Planning
  • Estate Planning

  • Education Funding
  • Income Tax
Profitable Financial Planner

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.”

long-time RIA Client, San Diego, CA
Estate Planning Tools Software

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