PreciseFP

Form Template Library

PDF Template Library

A scientifically validated Risk Tolerance Questionnaire (RTQ) that can be used with clients and prospects

Risk Tolerance Questionnaire

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

End of Year Tax Planning

A detailed template specifically for Smart Office users to create a complete financial profile.

SmartOffice Template

A detailed template specifically for Money Guide Pro users to create a complete financial profile.

MoneyGuidePro Template

A detailed template specifically for Redtail users to create a complete financial profile.

Redtail Template

A detailed template specifically for eMoney users to create a complete financial profile.

eMoney Template

Solicit feedback from clients to know if you are providing appropriate service.

Satisfaction Survey

A short template to check up on your client's financial goals.

Financial Goals

A detailed template that provides all the information required for a complete financial profile.

Financial Fact Finder

Template Library

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