David M

I have been using Personal Financial Snapshot for about a year now. I am a new agent in the financial industry and it has made all the difference with my success. It has given me a structure to guide discussions and present products all within an educational format instead of a sales one. I am grateful for the truly comprehensive approach that Personal Financial Snapshot allows with the planning process. My clients come away feeling like they know and understand why we are changing things and how those changes affect the rest of their plan. I feel they are better served instead of just being sold.