Why Personal Financial Snapshot

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.

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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. 

Follow the process.

 

Our program is for financial advisors who want to put money back into their client’s pockets.

 

Sign up today