Forms Library

The PreciseFP Forms Library provides you with peer-developed engagement pieces that you can use in your practice right away. Here is a sample of some of the content that you can easily customize to suit your firm’s needs.

 

Annual Client Survey

Solicit feedback from clients to know if you are providing appropriate service.

 

End of Year Tax Planning

Help clients with end-of-year tax planning and help them prepare for the future.

 

Comprehensive Financial Profile

A detailed form that provides all the information required for a complete financial profile.

 

Financial Goals Checkup

A short Form to check up on your client’s financial goals.

 

Contact Information Update

A quick and easy Form that collects Personal Details of all members of an Household.

 

Quick Financial Profile

A lighter version of the Comprehensive Financial Profile.

 

Risk Tolerance Questionnaire

A short Survey that provides insight on financial habits and preferences.

 

Social Security Readiness

Help navigate your clients through the process of receiving SS benefits.

 

Student Debt Planning (For Graduated Clients)

Help your graduated clients manage (and optimize) their outstanding student debt.

 

Team of Professionals

Request information on the other professionals your clients use.

 

eMoney Client Financial Profile Form

A detailed form specifically for eMoney users to create a complete financial profile.

 

Smart Office Client Financial Profile Form

A detailed form specifically for Smart Office users to create a complete financial profile.

 

Money Guide Pro Client Financial Profile Form

A detailed form specifically for Money Guide Pro users to create a complete financial profile.

 

Redtail Client Financial Profile Form

A detailed form specifically for Redtail users to create a complete financial profile.

 

Credit Card Client Engagement Form

Help your clients pick the best credit card and easily make a recommendation that will make you look like a hero.