At NASA they are famous for saying that their greatest accomplishment was not getting man to the moon. Their greatest accomplishment was getting man back to earth safely.
When it comes to retirement, as a financial advisor your greatest accomplishment shouldn’t be getting your clients to retirement (Asset Accumulation). Your greatest accomplishment as a financial advisor should be getting your clients through retirement (Asset Decumulation) so they don’t outlive their retirement savings.
Unfortunately your planning software is mostly focused on asset accumulation, and dedicates only a module for retirement! At JourneyGuide, retirement planning is all we do. We do it better than anyone else, and our co-planning process can generate a comprehensive retirement plan in 20 minutes!
As a financial advisor you have done a great job working with your “A” clients. You have earned their trust and confidence. They are going to be ok in retirement as they have plenty of wealth and savings so they won’t outlive their retirement savings. What if you could achieve the same success with your “B” and “C” clients? What would it mean to double your revenues? Is this worth a small investment in new planning software?
Welcome to JourneyGuide Planning Software.
Using readily available client data, JourneyGuide runs a sophisticated analysis to quickly calculate your client’s after-tax, inflation-adjusted retirement income AND the likelihood of meeting their retirement income goal.
Answer “What if” questions in real time, eliminating hours of prep work and “I’ll get back to you.” Working collaboratively with your client, you can adjust key variables to see the impact on retirement income, and compare various scenarios against a baseline.
JourneyGuide moves people from uncertainty to confidence. Show clients what retirement will look like on their current path and the changes they can make to improve their prospects.