Financial Planning Software
IN THIS EPISODE OF THE KEY TO RETIREMENT™ PODCAST…
I interview Dave Faulkner, President of FPAdvantage and creator of the financial planning software ‘The Razor’. Find out how this software evolved and how the financial planner should be the force of direction in creating the actual financial plan, not the software.
And if you’d like to get a jump start on finding the answers to your key financial planning questions, using our proven system, you can book your risk free, no-obligation initial meeting. One of our specifically trained Certified Financial Planners will be pleased to walk you through The KAIZEN Financial Planning Process™.
Visit us online, at www.ironshield.ca, to obtain our contact information, then simply call or email to book your free initial meeting.
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ITEMS MENTIONED IN THIS EPISODE
- The KAIZEN Financial Planning Process™
- Six Mistakes Retirees Make With Their Finances (And How To Avoid Them!)
- The Razor
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