|PFP Notebook takes a real world approach to profitable personal financial
planning. It uses a step-by-step modular notebook approach which incorporates the
philosophy of Jim Wilson, a pioneer in the field of personal financial planning.
Prior to developing PFP Notebook, Jim Wilson used Brentmarks Estate Planning Tools and Financial Planning Tools programs for the calculations and a word processor for the documents. He developed PFP Notebook in order to make the process more efficient and easier. Youll like it for the same reasons. PFP Notebook is practice-oriented. It not only handles the calculations, but handles the otherwise time-consuming paperwork.
PFP Notebook consists of a number of modular areas including:
These areas are designed to allow you flexibility of use. The program offers optional links between modular areas so that you can use them all as part of one seamless whole or use them separately, choosing only whats appropriate for individual clients.
PFP Notebook offers you and your client an alternative to the traditional initial forms packetthe Financial Planning Data Gatherer. You can distribute this separate program on a disk to your clients. When the client first loads the program at home, your firms name is shown on the screen. After your client returns the disk or file to you, PFP Notebook can import the information. You can download it now for a good example of the "look and feel" of PFP Notebook.
PFP Notebook was top-rated in a 1994 survey of personal financial planning software by the AICPA PFP Division.
For a free demo disk, contact Brentmark Software. Send e-mail to firstname.lastname@example.org or call 1-800-879-6665.
Minimum recommended configuration for the program is a PC with Windows 98 or later.
Compare our program to others and see how it outshines, feature for feature, other programs which cost $1,000 to $2,000, PFP Notebook is priced at only $595 (download now). Initial licensing includes six full months of maintenance coverage (updates sent as released). Optional future annual maintenance is priced at $199.
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Oviedo, FL 32765-6460
1-800-879-6665 or 407-306-6160