Testimonials To Our Financial Planning Software
What They’re Saying...

Re: Financial Planning Spreadsheets
The software is excellent, I am using it extensively, the retirement ones and also the investment reports. Our clients find it very useful and help us design bespoke reports which justifies fees and retainers we charge. The loan ones are also useful particularly in the current low inflation environment. George Kapositas, Private Client Director, Professional Capital, Birmingham, UK

"We still find your entire set-up, one of the easiest to use and great for most of our clients." Martha Harris Myron CPA, CFP AVP Financial Services - Financial Planning Unit - Bank of Bermuda Ltd.

"I recently downloaded a copy of your software to test. I think it's great, and would be very useful to any financial planner who takes a keen interest in true financial planning, and not simply selling investments." Tim Cestnick, FCA, CPA, CFP, TEP - Managing Director Tax and Estate Planning -AIC Limited, Toronto, ON.

"I believe that Money Minders should be renamed Money Finders. More financial plans have been completed since using the software and I have experienced significant growth in my practice. The software has enabled my practice to take the next step and has become the backbone of our financial planning process. Money Minders would be a welcome addition to all professional financial planning practices." Aaron Fransen, CFP, RHU, CSA Fransen Financial/Dundee Securities, South Surrey BC

"Funding Requirements for Retirement is the greatest thing since sliced bread. I have used a number of software programs in the past and my clients found them confusing. Your Financial Planning templates are easy to use and easy for the clients to understand." Brent Rolfe, The Acorn Group, Niagara Falls, Ontario, Canada

"I just wanted to let you know how much I have appreciated having your software templates to work with. It has definitely made my job easier." Ruth Scothorn, Bluenose Financial, Hardwoodlands NS.

"Thanks for the software. I do have other software that I use for doing client's financial plans. However, I find myself using your software at least 75% of the time, it's simplicity and ease of understanding for clients is just great!!" Eugene Ivanov CFP, Freedom 55 Financial, Kirkland Lake On.

"By the way that case came through I was working on when we spoke using the software. Don't get jealous but it resulted in 5k comp. Also used 8.1 version yesterday resulting in 8k comp. Those spreadsheets sure make my job easier." Peter Vogelsang CFP,CLU,CH.F.C - Time & Money Planners - Ottawa, On.

Reasons to Plan Early, Applications of Retirement Planning Software.
Sandra Reynolds Ph.D. the Associate Professor, Gerontology Department University of South Florida has written a very good article on using retirement planning software. In her article she used just one of over 120 templates in our Financial Planning spreadsheet package.

Phone: 613-863-9513
43 Java Street, Ottawa, ON, K1Y 3L2, Canada
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