Snap Projections

Financial Planning Session: How To Help 3 Client Goal Types Efficiently

— Join us on Tuesday, March 19th at 1pm ET —

This financial planning session is going to tackle a challenge many Advisors are dealing with — and that’s how to remain efficient when clients have drastically different planning goals.

You are going to see how 3 highly individualized cases can be built and assessed. 

The 3 cases covered will include:

💰 A client with no clear goal: they are concerned about sustainable cash-flow throughout retirement and need peace of mind.

📊 A client with a specific spending target: is the client on track to meet this? If not, what can be done now to change the trajectory?

🏡 A couple with a specific life event goal: can they afford a new home? How can the new First Home Savings Account (FHSA) help?

Stress Test Your Clients’ Financial Plans

Register for the free event

This financial planning session has been submitted and is currently being reviewed by FP Canada for 1 FP Canada CE Credit.
This hour will provide Financial Advisors, Planners, and Investment Managers with financial planning tips and resources to help improve efficiencies and level of service throughout the financial planning process.

We’re going to focus on 3 simple plans and you will witness each built from end to end, providing you with actionable strategies to address these planning needs for your own clients as well as prospects.

Your Hosts

Alyson Schmidt | Associate

Alex Mercer

Senior Marketing Lead,
Snap Projections

Steven Arnott

Steve Arnott, CFP

Financial Planning Project Lead,
Snap Projections

What Advisors Already Using Snap Say

“Snap Projections is amazing. The follow up and offers of support are terrific. I fretted over 2 complicated income plans for three months. I signed on with Snap and now have concise and easy to read projections for my clients, each taking me less than an hour!”

David Cooke CLU
David Cooke CLU

Principal, David Cooke Wealth Counsellors

“I have tried many financial planning software packages over the last 20 years. I wanted financial planning software that provided accurate and meaningful output but was user friendly. Snap Projections was the first I have seen that provided these attributes to help me and my team run my financial planning business. I am very happy that I’m using Snap.”

Cam Forer, CFP
Investment Planning Counsel

“Snap Projections answers all the cash flow modelling questions we have thrown at it so far. It explains very well the essential cog in the financial planning gearbox that most other financial projections software completely miss – what do I need to do now and in the future to ensure I have the necessary cash flow to keep my household functioning. Finally, Snap is really easy to use.”

Lenore J. Davis, MA, CFP, RFP
Senior Partner, Dixon, Davis & Company, Chairman of the Institute of Advanced Financial Planners (IAFP)

Snap Projections so far has reduced my time to develop retirement projections to about a quarter (or less) of the time I used to spend with FP Solutions by CCH. It provides exactly what I need for my clients. Snap allows me to spend more time assisting my clients in moving forward instead of doing back office work. It will also allow us to track the annual progress.”

Diane Dekanic, MBA, CFP, RFP
President, Financial Health Management

As Seen On

Investment Executive
Wealth Professional Canada
Fintech Impact
Canadian Money Saver
The Globe and Mail

Who We Are

Snap Projections is a Canadian financial planning software platform. We help great Financial Advisors grow their assets under management and receive more referrals through effective financial planning.

Snap is easy to use, transparent, and provides Advisors with a high level of control and flexibility to ensure plans can be personalized. With Snap, you can show your clients their whole life on one page and instantly create multiple “what-if” scenarios. With industry-leading customer support, this platform has been designed with Advisors, for Advisors.

Join us for this virtual event on Tuesday, March 19th at 1pm ET.