Products & Services
Ask about our discounts for groups and general agencies – sales@personalfinancialsnapshot.com
Ask about our discounts for groups and general agencies – sales@personalfinancialsnapshot.com
![]() |
Beginner
|
Advanced
|
Certification
|
---|---|---|---|
Cost Per Year | $1,788/Yr | $2,980/Yr | $8,750/Yr |
Cost Per Month | $149/Mo | $248/Mo | N/A |
Personal Financial Snapshot Software License (Two Computers/One User) |
X | X | X |
Access to All PFS Online Training Courses | X | X | X |
1 free book (paperback) | X | X | X |
Monthly PFS Newsletter | X | X | X |
Live Virtual Monthly Group Training | X | X | |
Discount on copies of “Principles-Based Planning” Book | X | X | |
Bi-Weekly Study Groups | X | ||
Weekly One-on-One Live Trainings | X | ||
Access to a PFS Trainer | X | ||
Live Client Observation Meetings | X | ||
PRINCIPLES-BASED FINANCIAL
|
X |