Jared J.

It seems that personal finance can be somewhat of a complicated and confusing topic. I want to be financially protected but I always felt a little uncertain as to where I fit on the spectrum. I’m a visual learner and the light bulb finally clicked for me once our financial advisor showed us our financial standing using Personal Financial Snapshot. Everything was finally simplified and was on one page! It allowed us to visually see the areas we were doing well in as well as areas that needed improvement. Things didn’t seem so confusing and our tasks for improvement became easier for us as we were finally able to see the big picture.