InKnowVision has created a new and exciting tool for you, the advisor. The Family Wealth Diagnostic Kit allows you to prepare a "snapshot" analysis for your high net worth clients. This comprehensive overview of their current financial and estate transfer planning, will allow them to understand the "results" of their existing planning and will allow you to advise them on the logical and appropriate next steps.

Experience has shown us that your high net worth clients have not had this type of comprehensive and organized analysis done before.

It's simple Excel based software created by InKnowVision. It's easy to learn and we will train you, or someone in your office how to use it efficiently and effectively.

The Family Wealth Diagnostic is an elegant presentation based on our years of experience in creating plans and wealth designs that high net worth clients can comprehend easily.

We've made it inexpensive which means you can charge your clients a fee that will allow them to begin their relationship with you at a reasonable entry fee while keeping you profitable from day one.