All About Money® is an interactive web-based program that guides you at your own pace through the financial planning process. It’s like a Virtual Financial Planner^SM.  You can choose to explore financial planning just to learn about it – or – move through each step in the process and actually create your own comprehensive financial plan. The good thing about a comprehensive plan is that it addresses a multitude of goals and contains analytical results that show how one financial decision affects another.

Not only will you learn to gather and interpret the information you’ll need for financial planning, but also how to implement the recommended strategies and make informed financial decisions.  Beginning with cash and debt management, you’ll discover ways to find the money to save and invest, and learn how to compare financial products and services to determine those most suitable for your personal goals.  More importantly, you’ll learn to manage a spouse or loved one’s expectations and stay on track when life events alter your circumstances.

No financial plan will tell you what specific products or services to acquire.  Financial plans recommend strategies that can be implemented in a number of different ways.  You must therefore learn to evaluate and determine which financial products and services are most appropriate for your situation, or rely upon the advice of licensed and regulated financial professionals.

The educational component of All About Money® teaches you how to compare financial products and services.  It also provides direction on how to evaluate, select and monitor the performance of various types of financial professionals including insurance agents, investment advisors, bankers, accountants, attorneys.  With this knowledge, you can then implement the recommendations in your financial plan through any appropriately licensed advisor employed by any financial institution, or by purchasing financial products and services from reputable institutions through the Internet in a self-directed manner.

How might financial advisors be involved in this program?

In order to implement certain financial planning strategies, the expertise of a licensed specialist could be required.  In that case, All About Money® equips you with the knowledge to evaluate financial advisors and select the most appropriate to meet your needs.  From the financial advisor’s perspective, All About Money® provides a means to spend little-to-no time collecting information from you, entering it into a software program, and educating you about the financial planning process.  In effect, the advisor’s cost of delivering financial planning services is substantially reduced.

704-557-0307

10612-D Providence Rd.
Suite 325
Charlotte, NC 28277-0233