Sample client reports
Financial Needs Assessment
This sales-focused report works well with clients and prospects; it provides a summary of their current financial position, which emphasizes the need for financial planning and further analysis.
Preliminary Analysis
Uses text and graphs to describe the clients’ financial goals and current position, then analyzes both to determine ability to meet goals.
Comparative Analysis
Compares and summarizes two planning alternatives to determine which is better suited to goal achievement, using text and graphs.
Financial Needs Summary
Combines text and graphs to provide an overview of the clients' current assets, expenses, debts, strategies, and goals.
Comprehensive Analysis
Provides a detailed analysis of your clients' current financial affairs and includes recommendations for achieving their financial objectives.
Annotated sample client reports
Helpful tips and explanations point to specific graphs and calculations on each page showing advisors how to effectively explain the report results to clients
Sample management reports*
*Only available on NaviPlan Central
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