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Let your prospects enter their own information.

An easy-to-use consumer fact finder that feeds directly into your PlanFacts tools. Clients and prospects send their information to you, and see a summary of their current financial situation.

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Step 1—Point Consumers to Your Site

You'll get a personalized URL to point consumers to your CFD Fact Finder site, which is highly interactive and optimized for use on desktop or tablets.

  • Link to it from your website
  • Add a link to your e-mail signatures
  • Include the URL on printed marketing materials
VIEW SAMPLE SITE

Step 2—Consumers Interact With Your Site

Once at your site, consumers will walk through two simple steps:

  • Providing data necessary to begin planning
  • Submitting their data and contact information to view a summary of their current financial situation

Step 3—You're Notified of a New Lead

After the consumer submits their contact information, you will immediately receive an e-mail notification, and the lead will appear in your PlanFacts leads dashboard. From there you can:

  • Follow up on the lead
  • Review the submitted data
  • Create a new case directly from the lead

Step 4—Start a Financial Plan

The data collected by your site is automatically shared with your other PlanFacts tools, allowing you to quickly and easily create a detailed financial plan for each client based on the information they've submitted.

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Cash Flow Decisions

Cash Flow Decisions uses a unified cash flow analysis of Social Security options, income tax implications, RMDs, and asset consumption order.

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Included with CFD

This consumer fact finder is included in any annual or monthly subscription to Cash Flow Decisions.

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Bundle Pricing

This product is also available for purchase as part of our Pro and Ultimate Product Bundles.

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