Follow the steps below
Step 01 Scope of Plan Form
Enter the Client's Name and Contact Info. Then select the financial planning services you'll be building the plan around. You can then select from either a Flat Fee or Hourly Fee Rate and add the price. When completed hit the submit button to be taken to Step 02
Step 02 - Financial Planning Agreement Form
You can use this link to generate a blank Financial Planning Agreement. You can also input the client, plan services, and fee schedule and click Print Preview to generate a PDF of the FP Agreement. If the client is present you can both electronically sign and submit.
Step 03 - Client Profile & Background Form
Step 04 - Data Gathering Worksheet
Step 05 - Cash Flow Worksheet Worksheet
Step 06 - Financial Goals Worksheet
Click the link above to set up your financial planning portal. If you need help please follow the instructions in this PDF.