The Ultimate Financial Planner Toolkit

Welcome to the Snap Projections Toolkit! Included are resources that will help you to optimize your process, effectively gather client information, articulate the value of financial planning to your clients, and much MORE!

In this tool kit you’ll get:

• Financial Planning Questionnaires
• Financial Plan Creation Checklist
• Sample Reports
• The Value of Planning One-Pager
• Completed Financial Plan Review Checklist