Create your own Fact-Finder Household
In this article we'll create a blank fact finder household that you can print as needed. We will create a sample household named "Blank Fact-finder." Please note that Asset-Map does not provide a built-in printable or PDF version of the Discovery online fact-finder. If you require a paper-based alternative, the blank fact-finder described in this article is a workaround and becomes effective when data gathered on this paper-based version is entered into Asset-Map as a household by the advisor.
This approach allows you to tailor the fact-finder to your specific needs while maintaining the flexibility to gather client information offline.
Click 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 the main household members with ages over 18 years old in your sample.
(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. Instructions on how to apply a stencil are located here.
Create the electronic version (PDF) of your 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.
Bonus! Financial Fire Drills
These help you and the client examine six financially disruptive events that commonly change the course of financial well-being.