Offer your customers a way to make smarter financial decisions.
The Financial Counselor Notebook is the cornerstone of a complete financial services marketing plan.
This easy-to-use notebook contains nearly 50 pages of forms, worksheets, goal setting ideas, tax and credit card information, and step-bystep instructions that bring clarity and insight to your customer’s financial decisions. All notebooks can be customized for your organization.
This financial tool is also ideal for financial planners, broker dealers, banks, CPA firms and other groups who wish to increase the value of their financial services.
Professionally designed marketing materials are available to support each step of your success.
Downloads
1
Data Gathering Kit—The Financial Counselor Notebook short course!
Data Gathering Kit
11 pages. Includes an introduction to Organizing Your Finances, definitions for the Six Areas of Financial Planning, a blank Statement of Financial Position and more!
Preview & Download
3
Sample Reports
Sample Reports
Statement of Financial Position, Monthly Income Projections, Projected Tax Payments, Regular Monthly Outflow, Variable Monthly Outflow, Annual Cash Flow Summary, etc.
Preview & Download
5
Financial Counselor Notebook Software
Financial Counselor Notebook Software
This is an .xls application and you must have Microsoft Excel running on your computer.
Preview & Download
2
Marketing Materials
Marketing Materials
Professionally designed marketing materials are available to support each step of your success.
Preview & Download
4
Continuing Education Handouts
Continuing Education
Ms. Shaw offers several courses that are available to earn continuing education credits for licensed life and disability producers and CPAs.
Preview & Download
1
Data Gathering Kit—The Financial Counselor Notebook short course!
Data Gathering Kit
11 pages. Includes an introduction to Organizing Your Finances, definitions for the Six Areas of Financial Planning, a blank Statement of Financial Position and more!
Download Now
2
Marketing Materials
Marketing Materials
Professionally designed marketing materials are available to support each step of your success.
Download Now
3
Sample Reports
Sample Reports
Statement of Financial Position, Monthly Income Projections, Projected Tax Payments, Regular Monthly Outflow, Variable Monthly Outflow, Annual Cash Flow Summary, etc.
Download Now
4
Continuing Education Handouts
Continuing Education
Ms. Shaw offers several courses that are available to earn continuing education credits for licensed life and disability producers and CPAs.
Download Now
5
Financial Counselor Notebook Software
Financial Counselor Notebook Software
This is an .xls application and you must have Microsoft Excel running on your computer.
Download Now