PFP Notebook™

PFP Notebook™


PFP Notebook™ takes a real-world approach to profitable personal financial planning. It uses a step-by-step modular notebook approach which incorporates the philosophy of Jim Wilson, a pioneer in the field of personal financial planning. He developed PFP Notebook in order to make the process more efficient and user-friendly. PFP Notebook is practice-oriented. It not only handles the calculations, but handles the otherwise time-consuming paperwork.


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PFP Notebook™ is priced at $595 for a single initial license, including six months of coverage (updates sent as released based on tax law changes). Future annual renewal coverage is $205 for a single license.

A current desktop version of Windows is required.

We guarantee your satisfaction with a 30-day money back guarantee.

For multiple licenses or enterprise licensing, please call 803-781-9595.



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