visionworks financial planning software

by tapping the internet, he found systems and software that helped him get to the root of clients’ wants and needs. that’s why he hunts for tools to add to his practice and web site that tell him more about his clients’ attitudes toward money and life. money quotient is a non-profit financial education service based in poulsbo, wash.chambers was looking to move off the commission-based model he had followed over the years and develop a more holistic approach to managing his clients’ financial needs. “i thought this was awesome, and i began to look at how i would create a business model to deliver this type of focus.”money quotient trains advisors in the art of what it calls “financial life planning.” the training and tools it provides are designed to move advisors away from “transaction thinking” to “transition thinking.” instead of focusing on products, money and financial statements, the focus shifts to helping clients understand their goals in life — and how their money fits into those goals.

through a series of surveys, the money quotient system forces clients to assess what is important to them, to define from their own perspective the concept of “true wealth.” likewise, it encourages them to pay less attention to their monthly account statements and the ups and downs of the markets. the initial fee for money quotient is us$1,500 for training to use the system. he cites the case of one retiree who was obsessed with building a dream home and buying a motorhome. so he shelved the plans for the dream house and decided to rent a motorhome rather than buy one.

but when did the complexity of financial planning software begin to drive the planning process, instead of being a tool to expedite it? what was notable in the study, though, was not just the fees that financial planners charge for their services, but the time it takes for them to actually use financial planning software to complete a written financial plan. it takes time to do the analysis for a financial plan, in no small part because of the complexity of our software.

we don’t really have financial planning software that is up to the task. have we unwittingly held our own financial planning process hostage to the limitations of our software, instead of using the software to enhance our financial planning productivity? sign up now and get a free sample issue of the kitces report on “quantifying the value of financial planning advice” as well!​ sign up now and get a free sample issue of the kitces report on “quantifying the value of financial planning advice” as well!​

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