Foundations Series
General Overview
The Foundations Series is designed to quickly generate professional financial plans. To accomplish this, the series adopts quick input data forms that require a fraction of the data inputs required in the Planning Series. To preserve consistency, the Foundations Series uses the same calculation engines, produces the same key output, and uses the same printed reports as the Planning Series. The Foundations Series is an excellent choice for call centers, professionals, and clients who want to produce financial plans in less than 10 minutes.