Designed by a Certified Financial Planner (CFP), this app allows people to put their goals, the ones that will define their financial future, on paper. This way you see the goals in your language, first. Not everyone speaks the language of numbers, dollar signs and graphs.
Here are some simple steps to help you get the most out of this app:
1) Block off time with your favorite beverage and snack along with those you plan your finances with and get comfortable.
2) When creating your Wishboard remember to save it frequently so you can refer back to it often and update it as things change in your life.
3) Once completed, send a copy to your Financial Advisor or pick one from the list of referred Advisors in your area. Once submitted, the Financial Advisor will contact you to set a time to meet and discuss how to build a plan around your Wishboard.
4) Share the app with friends and family to ensure all your loved ones are aware and properly planning for their future.
NOTE: If you have any issues or need assistance using the app, please email Wishboard, Inc. at: [email protected]
LEGAL: This product was developed by KROSS Unlimited LLC & portlandSWAG LLC & Crystal Sky Solutions Inc for Wishboard, Inc. KROSS Unlimited LLC & portlandSWAG LLC & Crystal Sky Solutions Inc is not responsible for any claims or services provided by Wishboard, Inc. nor is responsible for any liabilities, litigation, damages, or losses related to this product or services provided by Wishboard, Inc. Please direct all communication to Wishboard, Inc. as the owner of the product and service: [email protected]