Advisor Resources - Financial Plan

Financial Plan

E-FactFinder

Click below to download our E-Fact Finder Workbook!

*You must save as a new file and enable macros

Click Here

Blank FactFinder to Collect Data

Download a copy of a blank E-FactFinder to help with data collection from clients

Click Here

E-FactFinder Help Booklet

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E-FactFinder Shortened

Click below to download our Shortened Version of the E-Fact Finder Workbook!

*You must save as a new file and enable macros

Click Here

Blank Shortened FactFinder to Collect Data

Download a copy of a blank Shortened Version of the E-FactFinder to help with data collection from clients

Click Here

FactFinder Indivdual Sections

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Shortened FactFinder Individual Sections

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Supplemental Cashflow Worksheet

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