Incorporating fpPathfinder Resources To Support Your Financial Plans

Do you send PDF reports to your clients that summarize their financial plan? Most of the major financial planning tools (eMoney, MoneyGuide, and Right Capital) offer a variety of report options to help illustrate how well the client is on their road to reaching their financial goals. But how do you conclude the report? Do you communicate the next steps in the planning process or the next conversation for the client to have with you?

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