You're a step away from the ultimate SoFP package to start helping your clients create Statements of Financial Purpose - which will enrich conversations and deepen relationships.

What you'll get:

• Full, immediate access to all the SoFP course materials including 23 video lessons.
  
  
• Lifetime access to any future content and materials. (Be sure to subscribe to email list!)
  
  
• A beautifully designed custom set of SoFP workbooks (single, couples, full color, printer-friendly, PDF-based) -- branded to your firm's colors and logo. 
  
  
• A 60 minute Zoom call with Andy and Jeremy after you've completed the course to talk about Implementing the SoFP in your firm. 
  
  

Let's do this!