THE YEAR IN REVIEW (PROFIT Statement)

The Progress Report on Financial Intentions To Date tool (PROFIT) helps you to track the progress you and your clients are making regarding life transitions and life goals. Designed to be used on an annual basis, PROFIT allows you to input progress points and create a customized report for time periods that you define.  The tool enables you to address the greatest value that you bring to the life of your client by providing an answer to the question, “Is your life improving and are you making progress because of our relationship together?”

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