Financial Planning Consultants


In response to requests from many of the professional users of Plan Builder software we are offering workshops to enhance and expand the benefit that the system delivers to the practice.

 

This one day workshop will cover all elements of Comprehensive Financial Planning - from Client Engagement and Fact-Finding, through Analysis and Projections, to Recommendations, Monitoring and Service.

 

Learn how to use the powerful Plan Builder software program to:

  • Get information from prospects
  • Streamline data input
  • Solve client’s needs client's needs in a matter of minutes … as they watch!
  • Motivate clients to take ACTION with a meaningful Financial Plan
  • Customize your own basic financial plan
  • Find out where the numbers come from
  • Learn the new features and flexibility of Plan Builder , get your questions answered, and be a part of the future of Plan Builder as we listen to your desires and needs for your financial planning operation.

Plan Builder Training preformatted agenda developed for users.

Pricing Options

The leader and instructor for this program will be David A. M. Stitt, CLU, ChFC, CEP, CFP®, RFC® who has been actively involved with Plan Builder development and training for 8 years.  Recently David acquired all rights to the software from CCH and Lifegoals and has joined with Financial Planning Consultants to continue and enhance the software’s powerful features and benefits to the financial advisor customers.  David has 32 years of financial planning experience and also developed the ProPlan financial planning software program in the 1980s.

 

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