Client Data Gathering Tools

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This section provides you with useful client gathering tools to help make your engagements more efficient and accurate.

Client Advisers Summary

PFP Section Member

Here is a simple chart you can use to track the contact information for your client’s various advisers. Learn More>>

Client Objectives Worksheet

PFP Section Member

Use the following worksheet to help your client identify their objectives for the financial plan. Learn More>>

Investment Preference Worksheet

PFP Section Member

In developing an investment plan, it is important to understand your client's tolerance for risk and goals for the plan. This worksheet can be used with your client to help understand what is important to them in their investment plan. Learn More>>

Family Data Interview

PFP Section Member

Use this worksheet to identify your client's family goals. Learn More>>

Implementation Plan Worksheet

PFP Section Member

Use this simple chart to establish steps with your client to implement the financial plan. Learn More>>

Assumptions and Objectives Worksheet

PFP Section Member

The following questions were designed to aid you in defining your financial and investment objectives. Learn More>>