Matt Evans - How Technology is Making the Planning Process More Engaging, More Accurate and More Fun.

Matt has been an early adopter of financial planning technology that allows clients to gain better clarity and organization around their entire financial world.

Questions Answered: 

1. How is technology changing how financial planning is done today?

2. Business owners can have multiple things going on - various assets, liabilities, business vs. personal goals, etc.

Have you seen technology make planning for business owners more effective? How?

3. Advisors talk about asset allocation, but one of the things you talk about is asset location. Talk a little about that.

Contact Info: 

Website: www.barthfinancialadvisorsllc.com
Email: matt@barthfinancialadvisorsllc.com

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