A new and timely collaboration between CFS and PreciseFP
Deliver much-needed new value
to your clients with college-bound children
with EZ College Planning
from your PreciseFP dashboard!
Expand your capability!
EZ College Planning is a huge leap forward beyond the "education planning" capability of any financial planning software. It delivers significantly more value to families with college-bound children and many more benefits for your business.
Expand your opportunities!
EZ College Planning focuses on the essential actionable information you and your clients must know in order for them to save ON and not just for the cost of college. It is a powerful client attraction and engagement tool. It spotlights back-end revenue generating opportunities with the client.
Expand your income!
You'll be amazed at how much more value you can deliver to families with college-bound children for so little effort on your part, at such little cost and with so many benefits for your business!
Brief overview of the CFS/PreciseFP integration
Benefits of CFS/PreciseFP Integration
Amplify and extend the value of your PreciseFP subscription with a much-needed value added serviceShare actionable information and advice with your clients that can help them save ON, not just for the cost of college and improve their retirement savings outlook and reduce student loan debt!
Identify additional engagement opportunities using the EZ College Planning report as the springboard
Acquire more clients within this very important demographic: 40-55 year old parents with college-bound children.Replenish your business with pre-retirees!
Grow your business with enhanced capability
Differentiate yourself from other advisors
Deepen client relationships
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Like what you see? Call 919-469-1996 to get started today
Collaborative Partners - Judge CFS by the company we keep!
