We’re excited to partner with Planworth to make financial planning even easier. Planworth is the platform we use to create custom financial plans with our clients, and now you can use see it in action before we work together.

Go through the questions to add your info. It doesn't have to be perfect - planning is an exercise in being less wrong rather than more right.

Make sure to get to the end of the questions (even if they are not all filled in) and hit the complete button so Ben knows to reach out to discuss your plan!