Integration with Financial Advisor Strategy
Our goal is end-to-end financial management, and as part of achieving this Bill Butler has a large financial planner partnership network, as well the ability to provide visibility to individual financial planners on request. We aim to assist you in implementing the custom plan your Financial Planner has created for you. We aim to help your Financial Adviser strategies being implemented without you having to do anything other than make the connection. As part of this process, we provide constant feeedbcak of your progress and current financial forecast, to allow your planner to tweak your plan as much as necessary to hit your goals. You let us know who you current consult with, we will do the rest!