A Simple Powerful Software.
Be a Principles-Based Financial Planner

Learn More

Our Powerful Principles-Based Planning Process

We provide you with our unique and holistic principles-based planning process in a step-by-step format, including Online Training and helpful video tutorials.

It’s easy to follow. It’s extremely effective. Clients love it. 

Agents and Advisors love it.

 

Your Why

Because you want to teach your clients principles that will empower them to become and remain financially free.

Proven Process

This process works with income and asset ranges of all kinds and doesn’t change depending on the client, which makes it repeatable and improvable.

Principled-Based

We can’t predict the future needs of each client, and we don’t have to. Instead, we empower our clients by teaching them principles that give them the ability to evaluate and make better financial choices.

Motivational

Most of the challenge we have has to do with a client’s desire to change and because of our unique process, the PFS model is very motivational to our clients. 

Read more about

What Our Clients Are Saying

Daniel C.

Snapshot provides me with peace of mind. It provides assurance that I am not missing something critical to my overall financial plan. I’ve yet to see a software package that is as comprehensive as Snapshot without getting too far into the detail. The Snapshot software is a great tool to [...]

Julia O.

I have absolutely loved the personal financial snapshot software. It has been a lifesaver for our family in particular. We tend to have complicated Financial systems, with multiple accounts and many Investments and of things to keep track of. This system is a lifesaver, as it brings everything together in [...]

Rod C.

As a licensed CPA and Controller in a Fortune 500 company I can appreciate an easy to read, useful dashboard and so when my advisor introduced us to his new financial planning software, he immediately had my attention. As we met with our advisor and as he reviewed our financial [...]

David E.

Seeing and understanding ones financial state and its components interaction can be difficult at best. Personal Financial Snapshot is a simple dashboard that reports a persons financial status in critical principles of financial planning. This enables me to see how I am doing and improvement areas to meet my financial [...]

Leandra R.

After my husband graduated from his ER residency, we really needed to focus on paying off our debts and securing a financial future for our busy family of six. We needed a financial road map that was easy to understand that would grow and change with us. With the Snapshot [...]

Michael C.

I love the Personal Financial Snapshot Model. It creates simplicity out of complex material. It helps me to more clearly see where I am at and what I need to focus on for improving my financial outlook. Being able to view my financial situation in this manner motivates me to [...]

Mindy H.

Personal Financial Snapshot has helped my husband and I so much! We have been very disorganized in our financial planning and with my husband starting his own business, my anxiety about this was increased tenfold. This software took everything that was jumbled inside my head and layed it out in [...]

Jared J.

It seems that personal finance can be somewhat of a complicated and confusing topic. I want to be financially protected but I always felt a little uncertain as to where I fit on the spectrum. I’m a visual learner and the light bulb finally clicked for me once our financial [...]

David M

I have been using Personal Financial Snapshot for about a year now. I am a new agent in the financial industry and it has made all the difference with my success. It has given me a structure to guide discussions and present products all within an educational format instead of [...]

Make Your Financial Planning Simple.

Buy Now Request a Demo