Still building needs analyses
in spreadsheets?

NeedsAnalysis_Smith_FINAL_v7(2).xlsx

A

B

C

D

1

Debts

180,000

Income

90,000

2

Final exp.

25,000

x10

900,000

3

Existing

??

Need

1,105,000

fincloud

Meet FNA Pro.

Financial needs analysis, finally effortless.

Step 1

Enter the household once.

Names, income and family details feed every calculation and the final report.

Household

First Name

Last Name

Date of Birth

Income

Annual Income (Gross)

Employer

Step 2

See the gap.
Show the gap.

Life, critical illness and disability needs, with Essential, Recommended and Best coverage tiers.

Life Insurance Coverage Calculator

LifeCritical IllnessDisability

Essential$0

Recommended$0

Best$0

Pay off debts (Mortgage + Vehicle + Liabilities)

$ 180,000

Income replacement (10× yearly income)

$ 900,000

Final expenses

$ 25,000

Step 3

Know when they can retire.

The FIN# shows the savings needed at retirement, with CPP and OAS built in.

Savings Needed at Retirement (FIN#)

Income needs will increase with inflation over time · Combined household pension used

Target Retirement Age 62$0

Later Retirement Age 65$0

Financial Independence Number and the information contained herein is based on certain assumptions and is for illustration purposes only.

Step 4

The whole picture on one dashboard.

Budget numbers and every expense category, right alongside the needs analysis.

BudgetGo to Budget →

Net Income$0/mo

Savings$0/mo

Expenses$0/mo

Left Over$0/mo

Monthly Expenses by Category

Housing$2,450

Debt Repayment$1,150

Food$1,120

Transportation$890

Recreation$740

Education$620

Step 5

One click.
A professional PDF.

Choose the sections, then export a draft or final report.

Cover pageNeeds analysisDisclosure & signatures

Export PDF Report Settings

Cover Page

Presented By

Goals

Household

Income

Needs Analysis

FIN# Calc

Budget

Consent Form

Agent Disclosure

Signatures

Recommendations

Generate ReportExport DraftExport Final

FINANCIAL NEEDS
ANALYSIS

Alex & Jordan Morgan

Presented by

ALEX MORGAN, CFP

Prepared for your family

Life Insurance Coverage

ESSENTIAL

$205K

RECOMMENDED

$1.1M

BEST

$1.3M

FIN# Savings Needed

Agent Disclosure Form

Client signature

Agent signature

PDF ready to export

FNA Pro by Fincloud

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Still building needs analysesin spreadsheets?

Meet FNA Pro.

Enter the household once.

See the gap.Show the gap.

Know when they can retire.

The whole picture on one dashboard.

One click.A professional PDF.

Life Insurance Coverage

FIN# Savings Needed

Agent Disclosure Form

Try it free for 30 days.

Still building needs analyses
in spreadsheets?

See the gap.
Show the gap.

One click.
A professional PDF.