Mindy H.

Personal Financial Snapshot has helped my husband and I so much! We have been very disorganized in our financial planning and with my husband starting his own business, my anxiety about this was increased tenfold. This software took everything that was jumbled inside my head and layed it out in a simple way that made so much sense all on one page. It gave us a clear picture of where we were financially and what areas needed improvement. As far as our financial security, we were able to see just how much we were lacking. Seeing it on one screen gave us motivation and a clear direction. What seemed hopeless and fragmented in the past, now seems doable! Of everything we’ve tried in the past, this software is the one thing that has finally worked for us. It took something that was so overwhelming for us and made it simple. We are finally making progress that we can actually SEE!