BRANDED Voyant Importable Fact FinD:
I offer an enhanced Fact Find, this includes:
– Branding of the Fact Find with your company logo.
– Removing specific pages you feel you do not require.
– Reorganising the page order.
– Changes various fields.
– Inserting my awesome Expenses sheet (See here for details)
This is for both the UK & Ireland, for prices please email firstname.lastname@example.org.
Divorce Planning Expenses Sheet
Standard Expenses Sheet
I have a created a branded editable PDF to capture a clients expenses in the most efficient way. The client completes all of the required sections, these are then grouped into the specific Voyant expenses groups. You then manually enter the totals into Voyant (this take 1 minute).
I have created both a UK version (in Sterling) and also an Irish version (in Euro’s).
See the video below for the full details.
Please email email@example.com
I can also create bespoke branded internal documents, pre meeting, fact finds, post meeting.
SHORT FACT FIND (BRANDED)
Please see the below video for an explanation of how the skinny/short importable fact find works.
If you would like to purchase one please email firstname.lastname@example.org.
Prices: VoyantMastery.com members £75/€75 non-members £149/€149.
BRANDED CLIENT VIDEO - UK & Ireland
This video demonstrates what financial forecasting is and how we use it to enhance our financial planning strategies.
The first video was created for Serenity Financial Planning.
I am now offering branded videos to firms.
The options are:
(£50 off for VoyantMastery.com members)
1: Unbranded video to use on your site £399 +vat. (website only).
2: Branded video with animated intro and outro £549 +vat. (website and internal use).
3: Branded video with animated intro and outro £649 +vat. (website and public use e.g YouTube).
Please email me directly – email@example.com
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