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  1. M

    is there any way to access/use the leading financial planning tools as an individual?

    @fl269fl269 Are we basing that off the screenshots there?
  2. M

    is there any way to access/use the leading financial planning tools as an individual?

    MoneyGuide / eMoney / RightCapital They all sales-walled and targeted at financial planners to resell to end users. Is there any way to use these tools w/o going through a middle man? To be clear, I'd subscribe but their marketing pages make ti seem like they'd reject a retail end-user.
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