Improve. Empower. Engage.


Make personal finance more simple

Empower your

Teach your clients the principles behind money that lead them to become and remain financially free.​

Create financial plans that last

Use time-tested strategies to help your clients create lifelong plans and make clearer decisions.

Open up your product options

Advisors can make appropriate recommendations from a holistic view instead of trying to predict future needs.​

Become the advisor clients can trust

Use this unique and holistic principles-based planning process in a step-by-step format that includes Online Training and helpful video tutorials.

It’s easy to follow. It’s extremely effective. Clients love it. 

“As a licensed CPA and Controller in a Fortune 500 company I can appreciate an easy to read, useful dashboard and so when my advisor introduced us to his new financial planning software, he immediately had my attention."

- Rod C.

Training Opportunities:

Choose the program that suits your objectives

Principle Program
Advanced Program
Certification Program
Yearly Investment
Monthly Cost
Software License (tooltip) Access for 2 computers, 1 user
Access to All PFS Online Training Courses
1 Free Book (paperback)
Monthly PFS Newsletter
Live Virtual Monthly Group Training
Discount on Copies of “Principles-Based Planning” Book
Bi-Weekly Study Groups
Weekly One-on-One Mentorships
Access to a PFS Trainer
Live Client Observation Meetings
PBFP™ Certification (tooltip) Requires a completed PFS online training course, completed 2 year program, and a passing score on exam

See how this training can add value to your services:

Always ready to answer your training questions

Just click here!

NET Framework 4.5 must be installed, however, Windows 5 and above includes this by default. Window 7 users may need to download and install.

1. Monitor resolution of 1024×768 or greater is recommended
2. At least 10 MB of available disk space

Check your email and the Resource page for software updates.

Yes, MacOS users can install Parallels Desktop for Windows to install the Personal Financial Snapshot software.

All sales are final. No refunds available..

A more effective way to reach financial goals

Learn how you can utilize the Personal Financial Snapshot™ to empower your clients' financial foundation and build better client experiences.