In this article from April 2013 edition of Wealth Management magazine, journalist Lauren Barack talks about the importance of engaging clients in the financial planning process; give them something to play with. Perhaps she didn’t clearly differentiate that the Personal Financial Index® from GoWealthPro is for client education whereas the Wealth PlannerTM is for financial advisors to develop advanced cash-flow based financial plans for their clients. Here’s a link to this article.
http://wealthmanagement.com/technology/drive-through-advice