Expand your capability!
EZ College Planning is a huge leap forward beyond the "education planning" capability of any financial planning software. It delivers significantly more value to families with college-bound children and many more benefits for your business.
Expand your opportunities!
EZ College Planning focuses on the essential actionable information you and your clients must know in order for them to save ON and not just for the cost of college. It is a powerful client attraction and engagement tool. It spotlights back-end revenue generating opportunities with the client.
Expand your income!
You'll be amazed at how much more value you can deliver to families with college-bound children for so little effort on your part, at such little cost and with so many benefits for your business!
Brief overview of the CFS/PreciseFP integration
Benefits of using EZ College Planning with PreciseFPAmplify your financial planning capability with CFS' highly-acclaimed college-planning expertise for the benefit of your clients and your business
Share actionable information with your clients that can help them save ON, not just for the cost of college and improve their retirement savings outlook in the process!
Identify back-end revenue opportunities using the EZ College Planning report
Leverage the PreciseFP Forms Library within PreciseFP and CFS-provided marketing material to motivate clients and prospects to engage your enhanced service offering
Grow your business with enhanced capability
Differentiate yourself from other advisors
Deepen client relationships
Access to CFS' educational videos to expand your knowledge and and grow your business
Pricing of only $299 for a twelve-month license
Simple steps to getting started with EZ College Planning:
- Complete the payment and licensing information
- You'll receive an email with instructions for accessing your EZ College Planning dashboard with CFS and activating it from inside your PreciseFP dashboard
- Use the CFS-provided marketing material to help you promote your new capability, deliver much needed new value and grow your business