“I bought a small book of business in 2002, within the first year I prepared a plan for each client and more than doubled the size of the book.  I now have loyal clients who can see the value and uniqueness I offer."

Corey Sparling, FMA
Financial Management Advisor, Eagle Wealth Counsel

Advising Clients - The Financial Planning Package™
Clients want simple and easy to implement plans.  Most financial planning software provides great projections, however the output is often too overwhelming and complex for clients to understand. When clients don't understand, they don't implement the recommendations. With our package, you continue to use your existing planning software. Simply copy and paste the key charts and information from your existing financial planning software into the MS Word template. This way you create attractive and personalize plans that are easy to present, understand and implement.

Learn more - watch the video

This is a niche that allows you to be unique by offering a solid and beneficial product. We currently charge $1,500 and up for our plans. As well, over 98% of clients that we present plans to join on as Wealth Management clients with our minimum annual fee of $2,000. You can make your investment back with just one client.


 
The Financial Planning Package™ includes: 

 

Please note: no financial planning software is included in this package.

  • Simple how to guide
  • Text about the new planning process that can be added to your website
  • First meeting agenda
  • Plan preparation checklist and questionnaire (data gathering) View sample
  • Plan template including the following sections: View sample
    • Current Personal and Financial Status
    • Retirement Plan
    • Investment Plan
    • Tax Minimization Plan
    • Protecting Your Family and Your Plan (Medical, LTD, CI, LTC, and Life insurance)
    • Education Funding Plan
    • Estate Plan
    • Cash Management and Life Goals Plan
    • Steps to Implement Your Plan
    • Appendices
  • Cash flow worksheet (budget) View Sample
  • Plan cover letter
  • Sample plan illustrating a fully completed, realistic plan
  • Client letter introducing financial plans

The Format:

The Guide and Sample Plan are provided electronically in PDF format. The Worksheet is provided in Excel format and all other documents are provided as Word documents (fully editable).
 

 

Pricing

$2,000 CDN plus HST 

                                    

 After your payment has been successfully processed through PayPal you will receive an email with access information to the product.

210 Centrum BLVD, SUITE 209, Ottawa, ON K1E3V7