The Focused Planning reports of RazorPlan cover the six core competencies of financial planning. Each report is focused on one aspect of financial planning and display the value of advice to clients. By focusing in on what is important to the clients these reports give clients the confidence to purchase the products and services that improve their financial situation and help achieve their goals.
Compare two scenarios and displays improvement.
Outlines the value of the financial advice.
Report can be used standalone or as a complement to a full financial plan.
The full report from RazorPlan is a comprehensive financial plan that clearly outlines retirement options, shows projected cash flow and net worth, and highlights the need for personal and estate life insurance.
RazorPlan’s Retirement Readiness report focuses on the potential retirement income of a client. This report also outline the options the client has if their potential retirement income does not match up with their retirement goals.