Testimonials


 

b158c1eeb67ed791a315e682c73bc86b

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

04d24379cd970b7670ee66fa203d646f

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

7acb2fd987e8cc8d6f1e54002e2fc69d

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

e3b880851b38ef0ccdf62f1cdcc67cae

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

Feel free to leave a testimony below

Leave a Reply

Your email address will not be published. Required fields are marked *

You may use these HTML tags and attributes: <a href="" title=""> <abbr title=""> <acronym title=""> <b> <blockquote cite=""> <cite> <code> <del datetime=""> <em> <i> <q cite=""> <strike> <strong>