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!

Kim Carroll


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.

Emilie Gardham


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.

Scott Mitchell


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!

Theresa Dietrich, CFP, CLU, CHS, FDS, CEA, BMath

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