Financial Planning Recommendations

This is a list of recommendations to be used for a complete financial planning client. It is also meant to serve as a memory jogger of areas that you may have forgotten to think about exploring with your client. The list can be prioritized in order of importance. You can choose from over 50 recommendations and you can print and prioritize up to forty recommendations onto one page. You can also enter your own recommendations and change the existing ones.

View Sample Report

Toll Free: 1-800-694-9996
Outside Canada / USA: 613-863-9513
43 Java Street, Ottawa, ON, K1Y 3L2, Canada
General Information: plan@money-software.com

Copyright © Money Minders Software                                                  Legal Info.