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

This fillable PDF follows the Cash Flow calculator

Net Worth Short

This fillable PDF follows the shorter Net Worth calculator.

Net Worth Plan

This fillable PDF includes more details and follow the Net Worth planner.

Retirement Planning

This fillable PDF includes details to get information for use with the retirement planner.

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

FreshPlan Help