Far too many financial planning programs hyper focus on a particular type of client or even a particular product. The results can even be misleading...remember, "when your only tool is a hammer everything looks like a nail".
MoneyEdge on the other hand was developed from the beginning to be client focused, and more than that, to be needs based for those clients. Therefore MoneyEdge can be effective in helping many different types of clients with their many different types of needs:
- People Just Starting
- People with large amounts of Debt
- Young, middle-age, and older clients
- Single People
- Married People
- Young Families
- Divorced People
- Baby Boomers
- Generation X
- Generation Y
- High Net Worth Clients
- Affluent Clients
- People nearing Retirement
- People ready to retire
- People already in Retirement
- People planning for collage
- People wanting to get a handle on their budget
- Professionals
- Mid-level managers
- Executives
- People who work in the trades