The Personal Financial Review is where we sit down and put together a financial blueprint for our clients based off of their personal situation.
In order to review their financial situation, you will need the PFR spreadsheet (Microsoft Excel or a similar program is needed to run this). The PFR spreadsheet is for your personal use and is meant to help you analyze where your client is at financially and what their current financial situation needs in order to fill in their financial shortfalls.
FNA Recommendation Sheet (Excel)
FNA Recommendation Sheet (PDF)
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