57 questions you want clients and prospects to answer to uncover new opportunities to deliver your best service.

Yes, I want to order my branded Financial Fitness for 2025 for the low price of 87 cents per day—Just $317.

Here's what you get for $317:

• Branded PDF for instant use with clients and prospects starting right now. This client communication touch will be perfect throughout the year—cybersecurity is in the news every day!
• 100 Branded, Hard Copies (Printed) of  Financial Fitness Checklist that you can send in the mail, hand out in person and include in any other client or marketing campaigns. This 4-page, 8.5 x 11 guide is the type of client handout that reinforces your reputation as a client-centered, forward-thinking advisor.
• Financial Fitness Checkup Toolkit is a complete, step-by-step client-service & prospecting campaign designed to help you communicate with and engage clients, develop new business, and generate referrals. Includes:

Try Now—See How Your Personalization Will Look on Financial Fitness Checklist

Before you place your order, you can preview how your branded guides will look.

Just complete all the fields in the form on this page and then click on Preview. NOTE: You will not be charged until the end of the process, so it's totally safe to try it out now.

PLEASE READ QUICK GUIDE BELOW: Be sure to carefully complete all the relevant fields.

Follow this quick guide to make sure your personalization is correct and looks good.

You start by completing the form at the bottom of this page with this information:

1. Advisor's name with first, middle, and last.
2. Add any designations you want listed. (Optional)
3. Upload your photo. (Optional)
4. Advisor's title. (Optional)
5. Company/firm name.
6. Upload your firm's logo. (Optional)
7. Mailing address.
8. Phone, email and web address.
9. Disclosure or Disclaimers: NOTE: Don't leave this out as it's probably required by your firm. Just copy from your existing disclosure or disclaimer. Be sure to review and close up any unwanted spaces or returns.

THEN, click the yellow PREVIEW button at the bottom right of this page. Now you'll see a mini-size representation of how your personalization looks.

Your fee will be charged directly to your credit card. Our online process is secure and you can safely provide your credit card information in the form below.

FOR INSTANT SERVICE Call Toll Free: 1-888-336-6884 ext 1 (Outside U.S.: 1-212-343-8760)