I wish I knew about the Financial Wishboard years earlier. I would have been able to save a lot of time trying to figure out how to talk to my Financial Advisor in a language both of us understood. Imagine what the next decade has to offer!
What a neat way to put all my goals on paper and in a way I can understand. My advisor was really shocked that I did some homework too.
I always put off talking about my finances because the thought of numbers and pie charts overwhelms me. The Wishboard made things easy and I actually enjoyed the process.
What a great way to have a conversation with a client or prospective client. The Wishboard speaks in any and all languages. Most importantly, the language of the client. Great tool!