PFP Client Service Questionnaire
Template :
Following up with your clients after you deliver the financial plan is important for improving the quality of your services. Download the PFP Client Service Questionnaire for a good way for you to get started.
Published on March 24, 2011
Document Request Form
Checklist :
In planning for a PFP engagement, you should request certain documents from your client to form the basis for your recommendations. This checklist helps you quickly identify for your client the documents you will need to complete the plan.
Published on March 24, 2011
Checklist for Evaluating Prospective PFP Clients
Checklist :
Finding new clients is critical to growing a PFP practice. However, finding the right clients is even more important to your success. This tool will help you to evaluate your existing clients for PFP services.
Published on March 24, 2011
Checklist Tax Return Review for Personal Financial Planning Needs
Checklist :
A tax client decides it's time to approach you for assistance with their finances or you believe they could benefit from your services. Use this checklist to identify planning opportunities based on your client's latest tax return.
Published on March 24, 2011
PFP Questionnaire
Template :
Data gathering is an important step in the financial planning process. Download a Questionnaire to get you started.
Published on March 24, 2011
PFP Engagement Workbook
Template :
The PFP Work Program was designed to guide CPAs and their staff in performing personal financial planning engagements. Although it resembles an audit program in format, the PFP Work Program does not provide precise, comprehensive steps to be performed.
Published on March 24, 2011
PFP Engagement Workpaper Organizer
Template :
Use this template to track and organize workpapers related to each personal financial planning engagement.
Published on March 24, 2011
PFP Engagement Implementation Plan Worksheet
Template :
Use this template to record recommendations made to the client as part of the personal financial planning engagement.
Published on March 24, 2011
Personal Financial Planning Comprehensive Client Questionnaire
Template :
Use this comprehensive questionnaire to record client's financial situation, goals, and objectives to use in the development of the personal financial plan.
Published on March 24, 2011
PFP Engagement Client Service Questionnaire
Template :
Use this questionnaire to have the client evaluation the personal financial planning services provided.
Published on March 24, 2011