Our latest web site – financial forecasting
It designed for people who want to plan their future or need to understand their present financial situation. A large database supports this web site.
One of our long time clients came to us with a new web site design.
Working with a group of database people in Florida we designed a website for the Financial Organization Report (FOR) which has only been available to select high income and high net worth individuals in the past. They have 24/7 access to view a Net Worth Balance Sheet, Cash Flow Financial Organization Report Timeline for Survivor and Living Projections, Retirement Plans, Stock & Real Estate Values and Assets Projection Composites.
It can quickly run “what ifs” analysis to see if they have enough capital in later years and then run “what ifs” to make changes. This will be comprehensive listing of all assets for their loved ones, if the person become incapacitated or die.
Here are some comments we have received:
I’m one of the biggest fans of this program. It has been so helpful for me. My husband passed away and I had very little understanding of our finances. He was in charge of our checkbook and I had very little knowledge of our financial position. Once I learned the Forsite program, I found it very easy to navigate. It’s very understandable. I now have peace of mind what to do going forward.
I’m very impressed with this program that Forsite Financial put together. When my husband died, I didn’t know much about finance at all. In retrospect, that was a terrible mistake. I have tons of friends who also know very little about finance. Through experience, I’m well aware of the mistakes that can be made, and the huge amount of money that can be lost. This program is very understandable and a huge asset, particularly for women. I have talked to my daughter-in-law and she is very interested in it. She lives in Massachusetts and with the internet, she can use the program and the results it produces. We all need an understanding of where we should be.