Planit:Introduction to Integrated Planning
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The “Integrated Planning” process flow extends the capability of Planit for CFP advisors and others providing integrated planning as defined by the Financial Planning Standards Council. This process flow also includes a document called the “Integrated Financial Plan” this document contains content similar to the Personal Financial Strategy, its key differences are that it incorporates Estate Planning components as well as a Critical Illness and Long Term Care analysis. The plan is also presented from an integrated perspective. Users must request access to this feature, which is available at no extra cost.