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Gathering Client Data

Data gathering is one of the most important steps in any financial analysis. The RazorPlan Fact Finder and Application Worksheets can help.
September 1, 2016/by Cory Faulkner

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 Faulkner

5 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 Faulkner

How 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 Palter

How 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
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