Special Offer for Advisors:
- PlanGuru App – includes 3 Clients (normally $99/mo.)
- Free Implementation & Client Onboarding Package (normally $599)
- Free Access for all Advisors within your Firm
Our comprehensive Launch Onboarding Package is designed to help Advisors create an optimal financial management process for their clients by creating intelligent Budgets, Rolling Forecasts and Strategic Plans with PlanGuru.
Those with more experience in developing these processes may significantly condense the implementation and client onboarding into days, not weeks or months. Your PlanGuru Budgeting Analyst will work with you to design an on-boarding process that fits your experience level and timeframes.
Use coupon code app39mo at checkout for this offer!