All activity
Waterfall Planning was built to be the first personal finance software that allows users of any background or sophistication to build a meaningful financial plan.
All aligned with the focus of never linking an account for those who are focused on data privacy/security.
The product fills the massive gap that currently sits between a basic DIY spreadsheet and the highly complex/pricey lineup of personal finance software leaders today.
Waterfall PlanningMerging simple personal finance and data privacy for Gen X.
Zac Murphy, CFA, CFP®left a comment
After 5 years working in the wealth management space, I continuously saw the same 3 challenges. 1. People who have no earthly idea how much they spend on average. 2. People who are currently saving fair amounts, but with no long-term goal in mind. 3. People who have saved a ton of money but are unsure if they have enough for retirement. Waterfall Planning is for people who want a clear...
Waterfall PlanningMerging simple personal finance and data privacy for Gen X.