
Prepare to meet with your planner
What information about me does a financial planner need to know?
A planning professional will need to know several facts about you in order to begin helping you plan for your financial future: what you own and owe, and how you're currently saving, spending, and investing your money. Quicken makes pulling all this information together easy with its new Professional Planner Summary, a report that was co-developed with the Financial Planning Association to provide the financial and personal information that planners have said they need to begin developing a financial plan. Quicken automatically generates this report using your Quicken data. After reviewing the report, add any new information. Quicken saves any changes to this summary along the way. Quicken automatically updates this report with your latest Quicken information each time you open it.

How can Quicken help me prepare the information that my planner needs?
Quicken makes it easy to pull together the information that your planner needs with its new Professional Planner Summary. The Professional Planner Summary was co-developed with the Financial Planning Association to provide the financial and personal information that a planner needs to begin developing your financial plan. Quicken automatically generates this report using your Quicken data. After reviewing the report, add any new information. Quicken saves any changes to this summary along the way. Quicken automatically updates this report with your latest Quicken information each time you open it. Create your Professional Planner Summary now.