Robert Schmansky, CFP®,, Clear Financial Advisors, West Bloomfield, Michigan, USA
“The Global Financial Planning Awards is a much needed award recognizing the value of planning, where the judging is based on what we as advisors deliver in our client relationships rather than the amount of investments we manage.
Presenting my plan and client process to global leaders in the financial planning community and academia was a thrill and something I will remember throughout my career. PlanPlus allowed for significant flexibility and creativity in the presentation. While there are rules, I didn’t feel constrained, and felt the presentation was really up to me as far as how I could present the value of the plan to judges.”