The Principles-Based Planning process teaches advisors how to empower their clients to understand their options and how to base their decisions on time-tested principles.
Break Away From The Industry
what is pfs’s goal?
To Change the Way Financial Planning is Done.
Traditional planning, based on future forecasts of individual needs, has failed.
We believe, as Ray Dalio states in his book, Principles: Life & Work, that:
“All successful people operate by principles that help them be successful.”
Personal Financial Snapshot was created and designed to train advisors on how to teach their clients principles that lead them to become and remain financially free.
5 THINGS Clients
Want TO KNOW From
THEIR FINANCIAL Advisor
1 – TO KNOW ALL THEIR OPTIONS
2 – TO LEARN HOW MONEY WORKS
3 – TO CREATE & MAINTAIN WEALTH
4 – TO NOT BE “TOLD” OR “SOLD”
5 – TO HAVE THEIR ADVISOR LISTEN
give your best advice
Have Amazing Client Experiences
Many financial advisors feel they are restricted in offering clients products and services that their company requires of them.
The Snapshot model provides a platform (software and training) 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.
How To Become a Principles-Based Financial Planner?
Step 1 – Subscribe with the Personal Financial Snapshot Software
Step 2– Read and Study “Principles-Based Planning”, by Kyle J Christensen
Step 3– Sign Up for the Online Training Program
Step 4 – If you want to ACCELERATE your learning, sign up for the Certification Program (click here for program details)
Step 5 – Try it. You can never succeed with anything without trying. Implement the ideas. Use the software.