-Financial Needs Analysis-

The WFG Financial Needs Analysis

After collecting a client’s personal financial strategy (PFS) questionnaire it is now time to input the information into the WFG Financial Needs Analysis (FNA).  In order to do this, click the button below to be directed to the WFG website

The FNA Recommendation Sheet

The FNA Recommendation Sheet will help you to lay out a financial strategy that will keep things into perspective for your clients.  Use the FNA report to help you to identify the financial independence numbers.  Once you have done that then it is a matter of finding the right products and solutions.

FNA Recommendation Sheet (PDF)

FNA Recommendation Sheet (Excel)