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The Family Wealth
Diagnostic™
The Diagnostic is a complete and comprehensive analysis of your client’s
current financial, tax and estate planning situation. It is a totally
objective review of the decisions that they have already made, measuring
those decisions against their stated goals and objectives. The report
contains year by year cash flows, liquidity analysis, and carefully
scripted tools to help you with the presentation.
To view a sample Family Wealth
Diagnostic, click here.
We can do this part of the process
or your can buy the Diagnostic Templates and do your own.
We have improved the 2009 version of the Family Wealth Diagnostic
software by adding liquidity pages, graphs and formulas to include
decoupling states.
And, the price of the FWD tool is only about what you'd pay us for ONE
diagnostic engagement.
Compare for yourself
The cost of the kit which includes
everything you need to do unlimited Diagnostics is only
$1,995.
We know that most of the
professionals we work with charge their clients a minimum of $2,500 for
a diagnostic. Do one diagnostic for a client and the cost of the
software is paid. Call us for more information.
zCalc is included in your kit (normally $455 per license if purchased
separately)
Why use the Diagnostic?
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Leads to larger engagements
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Gives the client a clear picture of where they are today
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Creates revenue opportunity
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Differentiates you from the competition
Great team builder
(630) 596-5090
info@inknowvision.com
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