Advice and answers from the PreciseFP Team

Search results for:EZ College Planning

Collegiate Funding Solutions

Our integration with CFS EZ College Planning… Integration FAQ Integration Webinar Collegiate Funding Solutions' EZ College Planning allows… College Planning form for CFS will become available under Form Templates > My Templates

Estate Planning

Estate Planning Engagement: Your Comprehensive Guide… **Introduction to Estate Planning:** We begin by introducing the fundamental aspects of estate planning… **Key Elements of the Estate Planning Engagement:** 1

End of Year Tax Planning

Help clients with end-of-year tax planning and help them prepare for the future

[Step 1] - Building Your Client Engagement and Data Gathering Process

or College Planning 5 Steps to Early Retirement Creating the next awesome, must-have social… Successful financial advisors with XY Planning Network, First Citizens Bank, Securities America, Founders… Financial, The Garrett Planning Network, and others use automated Digital engagement and onboarding

[Step 3] - Digital Interactions - Monthly or Quarterly

Tax Planning… To assist your clients, why not share our year-end tax planning template available in our Template Library

Financial Fact Finder - Statement Upload

challenge of requiring clients to manually input detailed financial data for fact-finding and financial planning… inputted from statements seamlessly integrates with other software systems such as CRMs and financial planning… Financial Planning: The populated data fuels the creation of detailed financial plans for client review

Pipelines

planning, tax planning, retirement, etc… PreciseFP offers several templates to use in this case that cover a wide range of topics such as, college

Tax Return Submission Engagement

With early engagement, you'll set the stage for effective tax planning for the 2024 season… Early Engagement: Start the tax return submission process early to maximize its impact on 2024 tax planning… harnessing the power of PreciseFP for tax return submission, you set the stage for effective financial planning

Financial Fact Finder

But did you that know gathering client profile data and inputting it into a financial planning application… Also, did you know that PreciseFP templates can be pre-filled with data from your CRM and financial planning

Form engagements vs PDF engagements

client or prospect and the data they gather may be then exported via our integrations to your financial planning