Archive for posts by eFinPLAN

Why Do Some Financial Professionals Love DIY Financial Planning?

When we rolled out eFinPLAN in 2007 offering financial planning to everyone, some financial planners reacted a little negatively. They feared that online financial planning was competing for their clients, or might miss some things. However, the current system of financial planning delivery, has its own gaps in service. And since online planning provides a… Read More »

Introducing the New eFinPLAN Website!

one comment

Categories: News

The eFinPLAN online financial planning Web site is entirely new this autumn! We are very excited about all the new things we are bringing you. This has been an almost 12-month project, and we are extremely pleased to make everything better for you. Here are some of the highlights: State-of-Art Web Design—More modern and easier to navigate,… Read More »