Tag Archives: Financial Planning Software

KEY047 | Financial Planning Software

Financial Planning Software

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IN THIS EPISODE OF THE KEY TO RETIREMENT™ PODCAST…

I interview Dave Faulkner, President of FPAdvantage and creator of the financial planning software ‘The Razor’.  Find out how this software evolved and how the financial planner should be the force of direction in creating the actual financial plan, not the software.

And if you’d like to get a jump start on finding the answers to your key financial planning questions, using our proven system, you can book your risk free, no-obligation initial meeting. One of our specifically trained Certified Financial Planners will be pleased to walk you through The KAIZEN Financial Planning Process™.

Visit us online, at www.ironshield.ca, to obtain our contact information, then simply call or email to book your free initial meeting.

To subscribe to the podcast, please use the links below:

If you have a chance, please leave me an honest rating and review on iTunes by clicking here. It will help the show and its ranking in iTunes immensely! I appreciate it! Enjoy the show!

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Dave Faulkner – Financial Planning Software

Dave FaulknerToday I have an update call with Dave Faulkner, President of FPAdvantage and creator of financial planning software (The Razor).  Dave is a pioneer in the financial planning software industry and the original designer of the most well-known financial planning programs available in Canada.

We will be discussing how the software has evolved, and how the financial planner should be the force of direction in creating the actual financial plan, not the software.

IRONSHIELD Financial Planning’s “Fly On The Wall” update call.
These calls are recorded by Scott Plaskett and allow you to get a behind-the-scenes look at one of his professional update calls. Watch and listen as a “fly on the wall” and get some of the most valuable information you will find on the Internet.

KEY025 | Creating a Business Owners Dream Financial Plan – Not Net Worth, Liquid Net Worth! (Part 2 of 8)

Creating a Business Owners Dream Financial Plan – Not Net Worth, Liquid Net Worth! (Part 2 of 8)

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WELCOME TO THE KEY TO RETIREMENT™ PODCAST!

To subscribe to the podcast, please use the links below:

If you have a chance, please leave me an honest rating and review on iTunes by clicking here. It will help the show and its ranking in iTunes immensely! I appreciate it! Enjoy the show!

IN THIS EPISODE

In this episode, I move on to part 2 of creating a business owners dream financial plan.  I dive into why most business owners and entrepreneurs can’t retire and what you can do about it today to change this harsh reality.

And if you’d like to get a jump start on finding the answers to your key financial planning questions, using our proven system, you can book your risk free, no-obligation initial meeting. One of our specifically trained Certified Financial Planners will be pleased to walk you through The KAIZEN Financial Planning Process™.

Visit us online, at www.ironshield.ca, to obtain our contact information, then simply call or email to book your free initial meeting.

ITEMS MENTIONED IN THIS EPISODE

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KEY016 | Why Retire When You Can Have So Much Fun Working In Retirement?

Why Retire When You Can Have So Much Fun Working In Retirement?

Podcast: Play in new window | Download

Subscribe: Apple Podcasts | RSS

WELCOME TO THE KEY TO RETIREMENT™ PODCAST!

To subscribe to the podcast, please use the links below:

If you have a chance, please leave me an honest rating and review on iTunes by clicking here. It will help the show and its ranking in iTunes immensely! I appreciate it! Enjoy the show!

IN THIS EPISODE

In this edition of The Key To Retirement™, we ask the question “Why Retire When You Can Have So Much Fun Working In Retirement?”

BONUS SEGMENT

In today’s bonus segment we’ll show you how to use a free piece of software to link you to the most valuable free information on the internet to fuel your desire for great timely content.

And if you’d like to get a jump start on finding the answers to your key financial planning questions, using our proven system, you can book your risk free, no-obligation initial meeting. One of our specifically trained Certified Financial Planners will be pleased to walk you through The KAIZEN Financial Planning Process™.

Visit us online, at www.ironshield.ca, to obtain our contact information, then simply call or email to book your free initial meeting.

Items Mentioned In This Episode

   Subscribe via RSS (non-iTunes feed)

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