Broker Check

What's Up At The WealthPlan - September 2022

September 22, 2022
Share |


Dear First Mates,

Hello everyone! Please watch the above September 2022 episode.

1) Introducing Panoramix
After looking for two years, I found an excellent performance and sleeve reporting solution for clients that I can't wait to share with you.

2) Goodbye eMoney - Hello Right Capital
eMoney will be discontinued starting in January 2023 as I think Right Capital is a superior personal financial dashboard solution.

3) Dream of Freedom Question
For our next review, I'd like to hear your answers!

I want you to imagine that you are financially secure - that you have enough money to take care of your needs - both now and in the future. The question is...how would you live your life? Would you change anything? Let yourself go. Don't hold back your dreams. Describe a life that is complete, that is richly yours.

Until the next episode...