Digital Financial Organizer
The Digital Financial Organizer includes features such as budgeting tools, cash flow analysis, investment planning, retirement planning, tax planning, and other financial management capabilities. By utilizing this platform, entrepreneurs can gain a better understanding of their financial situation, set financial goals, and create strategies to achieve those goals, all without relying on a human financial advisor.
The DFO better knowm as the Digital Financial Organizer is cost-effectiveness and independence it offers compared to traditional financial advisory services, which often come with high fees. This type of platform aims to empower entrepreneurs to take control of their finances and make informed decisions about their financial future without the need for extensive financial expertise or the expense of hiring a personal financial advisor.
DFO Advance Planning
First, you’ll work together to build a full, detailed financial plan — a roadmap that outlines your finances, your goals, and strategies to reach those goals (after you’ve run them through multiple what-if scenarios). Then, you’ll get one check-in with the same financial planner — plus a full year of unlimited email support, so you can ask questions and adjust your strategy whenever life happens.