4 Common Support Questions
At RazorPlan support we look to provide the assistance needed to not only understand RazorPlan software, but also the client files you are working with.
August 24, 2016/by Cory Faulkner5 Data Entry Tips For Better Plans
The biggest variable for any software program is the data entered. Even small discrepancies in client data can result in large variations in the output.
August 22, 2016/by Cory FaulknerHow three advisors use Razor Plan to deliver results
Dave Faulkner set out to design a financial planning tool that was simpler and easier to use than all the rest. Here are the stories of three advisors that are benefiting from this approach.
May 10, 2016/by Jay PalterHow to fix financial planning
In many ways, financial planning is broken. So, RazorPlan was created based on re-envisioning the financial planning process.
February 11, 2016/by Dave Faulkner