The Financial Counselor Notebook is CFP® education in a workbook format that helps pull together important pieces of information with a proven process.

This financial tool is ideal for financial planners, CPA firms, banks and credit unions, and law firms who wish to increase the value of their financial services.

It’s professionally designed marketing materials are available to support each step of your success and can be customized to your firm or business.

Building Balance Sheets and doing the Cash Flow Analysis helps get the information correct before moving on to financial planning software.

It’s helpful when working with couples to uncover insurance and investment opportunities and inspect what they are doing now.

It can be the perfect tool for a “second opinion” to see if you can add value to their existing situation. It is also helpful in Estate Planning to prepare a Date of Death balance sheet, even before they die!