Blank Fact Finders

Here's how to create your own blank fact finders

Michael Schwabe avatar
Written by Michael Schwabe
Updated over a week ago

You can create your own fact finder household

In this article we'll create a printable blank fact finder that you can print as needed. We will create a sample household named "Blank Fact Finder".

  • Click "+" to add household and select "Manual"

  • Select "Sample" type from the picklist.

  • Suggestion: name the household "Blank Fact Finder" or something memorable for this purpose.

    • Alternatively you can use the actual household name to make it specific to the client or prospect. If this is the case select "client" or "prospective" type instead of "sample".

  • Add members with ages over 10 (ten) years old in your stencil.
    (Tip! Use a short underline "_________" in the first name and last name fields. Later, if you're on paper your client can fill in their name.)

  • Save the household and apply a Traditional Fact Finder Stencil.

  • Create the PDF fact finder from the Reports Center page. Be sure to consider checking the Financial Fire Drills box so it is part of the report. If you have not made the sample specific to a client, you can use it over and over again.

Alternatively, consider using the Discovery fact-finder (if the client/prospect uses email). When the questionnaire is completed your client or prospect has created an Asset-Map in your book of business!

The are the 6 events that commonly change the course of financial well-being.ย 

Tags: discovery, Teacher, 403b, Yellow Pad, Bridge, enrollment, non profit, blank, asset-map. asset-maps, fact, finder

7/2023

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