David E.

Seeing and understanding ones financial state and its components interaction can be difficult at best. Personal Financial Snapshot is a simple dashboard that reports a persons financial status in critical principles of financial planning. This enables me to see how I am doing and improvement areas to meet my financial goals. The personal snapshot quickly identifies deficiencies and allows immediate focus on those needed areas. Most importantly it drives my future goals and motivates me take a holistic approach while focusing on the critical needs.