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Plan Builder …the real-time, interactive tool for developing comprehensive, accurate financial plans.

Discover a whole new way of developing personal financial plans for your clients. Introducing Plan Builder - an easy-to-use CD-ROM program that is 100% integrated, and provides comprehensive coverage of the pertinent financial planning issues you need to effectively advise your clients.

SAMPLE PLANS

Show and Tell for Financial Advisors

Now available from Financial Planning Consultants, Sample Plans.

Demonstrating your services and close more agreements. A Sample Plan allows you to more effectively show the product of your services, illustrate the features and reinforce the benefits. Regardless of your fee—your goal is to show that the benefit to the client far exceeds the cost!

Build Better Relationships and Communicate with Impact "Sample Plans"

Complete with index tab dividers, comprehensive printed reports (100 pages)
Consolidation Case completely customized with your name and firm information
Deluxe Binder and Sample Plan Documentation

If you are already providing a Sample Plan, this may provide a benchmark to evaluate your efforts. Sample Plans include the 30 page Documentation booklet that covers Planner’s Justification, Using a Sample Plan, Case Narrative, and Cost/Benefit ratio Analysis.

Click here to preview a sample of some of the reports and charts available with in Plan Builder.

From the Consolidation Case narrative:

The hypothetical clients, Carl and Carol, are a young couple in their middle 30’s with 2 children. They have too much consumer debt. They have inadequate cash reserves. They have no extra cash to invest for the future and they can only hope and pray that death or disability doesn’t visit them. The case is not a treatise on how to do a perfect financial plan. It is an example of finding solutions, and using Plan Builder to picture the moves that could help the client meet their financial goals.

The goals of the case are:

Increase cash reserves
Pay off consumer debt
Provide for College Education for children
Meet Retirement goals
Provide adequately for survivors

The results of the plan are:

(Performed with a $100,000 cash-out refinance)
Cash Reserves increased $7,000
Consumer debt eliminated
College Education funds increased by $ 44,106 at 11%
Mutual Fund added to Retirement investments, $ 20,000
401(k) contribution increased $202/ month (4%) + 2% match
Added Life Insurance: $250,000 – Carl
No decrease in cash flow

Three Easy Ways to Order -

Fax: 513 424 5752 order form, call: 800 666 1656 ext. 6, or e-mail

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