Financial Software and Tools

Financial planning is complicated. Make it simple with Personal Financial Snapshot

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What makes Snapshot different?


Personal Financial Snapshot is designed with the clients’ needs in mind first. The layout provides a smart, detailed and easy-to-follow conversation flow that ensures all details are covered while keeping the client informed and engaged.


Personal Financial Snapshot isn’t designed to suggest only certain products or solutions–instead, it creates a comprehensive view of a client’s financial situation, uncovering blind spots and reducing errors.


The Snapshot model provides a platform for advisors to make appropriate
recommendations from a holistic view based on principles as opposed to recommending individual products and trying to predict future needs.


Personal Financial Snapshot provides detailed and actionable information in an easy-to-follow, one-page snapshot–ensuring clients never have to guess what they should do next!

Simplify with Personal Financial Snapshot

“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 a sales one. I am grateful for the truly comprehensive approach that Personal Financial Snapshot allows with the planning process. My clients come away feeling like they know and understand why we are changing things and how those changes affect the rest of their plan. I feel they are better served instead of just being sold.”

David M.

“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 advisor showed us our financial standing using Personal Financial Snapshot. Everything was finally simplified and was on one page! It allowed us to visually see the areas we were doing well in as well as areas that needed improvement. Things didn’t seem so confusing and our tasks for improvement became easier for us as we were finally able to see the big picture.”

Jared J. Owner, Lawn & Pest Control Business

“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 a simple way that made so much sense all on one page. It gave us a clear picture of where we were financially and what areas needed improvement. As far as our financial security, we were able to see just how much we were lacking. Seeing it on one screen gave us motivation and a clear direction. What seemed hopeless and fragmented in the past, now seems doable! Of everything we've tried in the past, this software is the one thing that has finally worked for us. It took something that was so overwhelming for us and made it simple. We are finally making progress that we can actually SEE!”

Mindy H.Spouse of Social Worker/Business Owner

“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 act on the issues I choose to focus. I look forward to annual comparisons using this model.”

Michael C. Owner, Pharmacist and Business

“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 software, we have been able to get the big picture for our financial future! It is easy to visualize and understand and it is all on one page. It is a perfect "snapshot" our financial situation and gives us a perspective of where we can improve and how we have been successful with our money. I would recommend this software to anyone who is serious about making a financial plan of setting and reaching goals for securing their future.”

Leandra R.Spouse of ER Physician

“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 goals. The personal snapshot quickly identifies deficiencies and allows immediate focus on those needed areas. Most importantly it drives my future goals and motivates me take a holistic approach while focusing on the critical needs.”

David E. Engineer

“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 "health", the software helped facility the dialog and the dashboard was very easy to follow. After each annual review we receive an updated, easy-to-read "snapshot" of our plan with an accompanying letter outlining our next steps. Now we have an easy way to review our progress by looking back at each of these snapshots. We appreciate having a planner who uses a great, client friendly software.”

Rod C. CPA

“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 a visually appealing way. It makes it easy to do a brief assessment over our financial situation. And it helps us to keep organized. I have loved the annual reviews. Seeing our progress in each of the areas of personal finance has been very rewarding!”

Julia O.Business Owner/Health Coach and Spouse of Maxillofacial Surgeon

“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 keep me on track to reach my financial goals.”

Daniel C. FBI

Make Your financial planning simple.

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