Rod C.

As a licensed CPA and Controller in a Fortune 500 company I can appreciate an easy to read, useful dashboard and so when my advisor introduced us to his new financial planning software, he immediately had my attention. As we met with our advisor and as he reviewed our financial “health”, the software helped facility the dialog and the dashboard was very easy to follow. After each annual review we receive an updated, easy-to-read “snapshot” of our plan with an accompanying letter outlining our next steps. Now we have an easy way to review our progress by looking back at each of these snapshots. We appreciate having a planner who uses a great, client friendly software.