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Start Here

Start here to watch the introductory videos and to download the client questionnaire.

  • Creating Your First Projection
  • Financial Planning Questionnaire
  • Snap Projections Toolkit (Questionnaires, Checklists, Sample Reports, etc.)
  • (WEBINAR) 📃 Getting Started: A Practice Case Study
  • Plan Review Checklist
  • Snap Projections Paraplanning Service
  • Does Snap Projections have a budget sheet to itemize after tax spending?
  • (VIDEO) Full Power of Snap Projections (5 min)
  • (VIDEO) The 2 modes of Cash Flow Management (7 min)
  • (LIVE SUPPORT SESSIONS) Product Walkthrough and Q & A - Register here!

Categories

  • Start Here
  • Webinars
  • What's New?
  • Definitions and Assumptions
  • Scenario Settings
  • Working with Scenarios
  • Client Reports
  • Income (including Gov't Benefits)
  • Assets and Debts
  • Contributions and Withdrawals
  • Corporations and Businesses
  • Insurance
  • Additional Features
  • General FAQs
  • Account Management
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