Ativa Interactive Corp. > Discover > Help > Fillable PDF Forms

Fillable PDF Forms

Fillable forms can be emailed to clients to complete and save digitally, or PDFs may be printed and completed by hand.
Either way, you’ll have all the client details needed to complete your financial plans.

Cash Flow

Get information to use with the Cash Flow calculator

Net Worth Short

Fewer details to work with the shorter Net Worth calculator.

Net Worth Plan

Get in-depth details to work with the Net Worth planner.

Retirement Planning

Detailed information for use with the retirement planner.

All forms are designed to be used with FreshPlan Financial Planning Software.

FreshPlan Help