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Sponsor or refer your client to a Self-Guided Financial Literacy experience. Ideal for:
1. Legacy Clients (The children of your clients)
2. Someday Clients (Not ideal now, but will be)
3. Dignity Clients (Give the gift of Financial Literacy)
ProBono cases need a software appropriate for an audience with little to no investable assets.
1. Completely Independent from your typical FPS
2. Detach the experience from the Investment Management process
3. Pro-Bono users can input their own data gathering information
A completely private financial plan, unlinked from your firm that belongs to you.
A Powerful, yet streamlined planning experience, delivered one plan at a time.
A Free License for ParaPlaners and third party contributors to access and organize.