When used appropriately, we have seen this Report Card help to significantly aid in preparing to Retire Happily Ever After
If there is no estate plan, there’s no clear path of who will do what when the time comes.
“Yes, I want to know that I am ‘all set’. I appreciate your insights. They have given me answers to questions I would not have known to ask and may have been too embarrassed to do so. I appreciate the story of the corporate finance executive with the pedigree of degrees who was forthright with you about the things he didn’t know.
Personal finance is so much different than corporate. We are grateful for your encouraging and empathic approach when discussing our past and current challenges. My wife says it is nice to feel we have an advocate for our success in retirement.””
Retired CFO, Fortune 100 Company
We believe today's saver deserves much more! Improper alignment of financial tools with your needs and preferences is the major source of missed opportunity, disappointment and regret. And you know what? It doesn’t have to be that way!
Click the play button below and listen to the story of how FundMax was born from ShiftMethods.
Financial service is an arena that has largely been known as a salesperson’s game and likened to a predator/prey convince/sell model featuring heavy relational dependence to retain. Today's financial advisor is simply a facilitator. Imagine having all the technological benefits of the robo-advisor, the fiduciary wisdom of the Certified Financial Planner, in a format that facilitates mutual discovery and mutual understanding.