PERSONAL FINANCIAL PLANNER™
Allows you to understand and plan for the future – including cash flow, education, retirement, estate, gift and life insurance- in one integrated program.
Data Input Screens
Personal Financial Planning
Education Planning
Pension and Life Insurance Planning
Estate and Gift Planning
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DATA INPUT SCREENS
General Data
Family Data
Liquid Assets
Non Liquid Income Producing Assets
Other Non Liquid Assets
Outstanding Debt
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©2005 Dynamic Financial Logic Corporation