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.

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.

How to fix financial planning

In many ways, financial planning is broken. So, RazorPlan was created based on re-envisioning the financial planning process.