Julia O.

I have absolutely loved the personal financial snapshot software. It has been a lifesaver for our family in particular. We tend to have complicated Financial systems, with multiple accounts and many Investments and of things to keep track of. This system is a lifesaver, as it brings everything together in a visually appealing way. It makes it easy to do a brief assessment over our financial situation. And it helps us to keep organized. I have loved the annual reviews. Seeing our progress in each of the areas of personal finance has been very rewarding!