F.I.A.T

The Financial Inventory & Analysis Tool assesses your knowledge and financial gaps, while offering strategies and guidance to fill the gaps. The collaborative, easy to use software makes sure you actually create and implement a financial plan vs. just thinking about it. Fortune does indeed favor the smart, the bold and prepared. "Those who have a written retirement plan accumulate a 445% bigger nest egg." -HSBC Future of Retirement Study, 2013