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What's Unique About Our System?

It's the first software program designed specifically for clients and advisors to do scenario planning together.

It's Scenario Based - Not Goal Based. What comes first - goals or possibilities? To know what you want you must know what's possible. Putting goals before possibilities results in objections, not results! But, how do you visualize possibilities when the future is not easily predictable? Leading experts suggest scenario planning.

Scenarios are imaginative leaps into the future. The purpose of scenario planning is not to predict the future, but to help:

Illustrate where you stand today
Evaluate multiple potential alternatives
Clarify what you want and what it takes to get it
Evaluate the potential benefits/consequences in a risk-free environment

It Models Complex (i.e., Real Life) Problems. Real problems aren't cut and dried. They usually involve difficult tradeoffs, often involving things that are indirectly related to the issue at hand. RetireNow is the first software program designed to model the complex tradeoffs people face when making complex financial decisions.

What's Unique About This? Our model for selling is new - and innovative. It's patent pending. It's based on solid proven principles of psychology. And it's designed to exceed the proposed ISO/CFP standards for financial planning sales-service. Our software sets new standards for client/advisor collaboration and faster more professional selling.

Comprehensive Design: Most financial software uses a modular design that focuses on specific issues and calculations for clients. But most financial decisions clients face affect several issues, not just the one in front of them. They often involve difficult tradeoffs that keep people from making decisions and taking action. RetireNow is the first software program specifically designed to help financial consumers see and understand the 'big picture' and help them make difficult decisions faster.

Powerful Yet Easy to Use. One of the most significant (and frustrating) issues we see in the financial software marketplace can be summed up in one line: "Most software programs are designed to be sold, not to be used." That's because most programs were built to add features, not to be easily understood or used by "normal" people. Lots of learning and a "techie" orientation are assumed. Good software that's usable is extremely rare. Our program is unique in that it is designed by financial advisors and clients - resulting in a program that is both powerful and usable.