By attending the RazorPlan Value Advisor Workshop you are eligible to use the following documents and checklists in your practice. These documents can be used when prospecting for new clients, preforming client reviews or during the financial advice process. We have organized the documents for each of these processes below for you.


The following documents are all helpful in the client prospecting process when using RazorPlan:

Client Acquisition Weekly Planner

Client Reviews

Financial Advice

When preforming the financial advice process the following documents can be used to make the process more efficient::

Free Consultation Meeting Agenda

Financial Review Checklist

Financial Documents Checklist

Advice and Recomendations Agenda

Client Engagement Letter Template