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Financial Goal Tracking

Easily add, personalize, and track progress toward their financial goals.

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Give clients access to their portal whenever they want, from wherever they want.

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Spending and Budgeting

Create budgets and track spending automatically.

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Powerful Data Aggregation

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about the author

Shaun Jones, CFS, CFP

Having been in the industry for 20 years, and having worked for one of the top financial planning firms in the U.S., I left because I was forced to charge layers and layers of fees. My clients were confused and overwhelmed by their fees, all their different logins, and their statements.

I chose to become a fiduciary because I don’t want to be a salesperson. I want to do what’s actually in your best interest.

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