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How Financial Pros Use RazorPlan Software: Noel D’Souza, Money Coaches Canada

“As a Financial Planner, I guide my clients through a process to help identify where they currently are, what their short, medium, and long-term goals are, and how best to make use of the resources they have to achieve these goals and live the life they truly want.”

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.