Our Financial Planning Software

[vc_row full_width=”stretch_row_content” vc_row_background=””][vc_column el_class=”dtpaddingboth”][vc_custom_heading text=”Our Financial Planning Software” font_container=”tag:h1|font_size:40px|text_align:left” google_fonts=”font_family:Roboto%20Condensed%3A300%2C300italic%2Cregular%2Citalic%2C700%2C700italic|font_style:700%20bold%20regular%3A700%3Anormal”][/vc_column][/vc_row][vc_row full_width=”stretch_row_content” vc_row_background=””][vc_column el_class=”dtpaddingboth”][vc_column_text]When you think of a financial plan, what comes to mind? A budget? Your goals and bucket list items? Or maybe something that’s only for the ultra-wealthy people of the world? Here’s the truth: everyone needs and deserves a financial plan. Not only does a plan unify every piece of your financial puzzle and reflect your needs and dreams, but it also arms you with strategies and motivation to walk toward your future with confidence.

At Baobab Wealth Management, our goal is to help you take command of your wealth by creating a personalized plan to help you work toward your goals. We know that’s easier said than done, so we offer MoneyGuidePro, a dynamic wealth management tool that helps you keep all the pieces of your financial life organized. Here’s a look at how we use MoneyGuidePro and what it can do for you.[/vc_column_text][vc_separator css=”.vc_custom_1603295371030{padding-top: 50px !important;padding-bottom: 50px !important;}”][/vc_column][/vc_row][vc_row full_width=”stretch_row_content” vc_row_background=””][vc_column width=”1/2″ el_class=”dtpaddingleft”][vc_custom_heading text=”The MoneyGuidePro Advantage” font_container=”tag:h2|font_size:28px|text_align:left” google_fonts=”font_family:Roboto%20Condensed%3A300%2C300italic%2Cregular%2Citalic%2C700%2C700italic|font_style:700%20bold%20regular%3A700%3Anormal” css=”.vc_custom_1603295324366{margin-top: 0px !important;}”][vc_column_text]MoneyGuidePro starts by exploring what will be the heart of your financial plan – your goals and dreams – then evaluates your resources, liabilities, and the possibility of the unexpected to give you a clear picture and strategy for your financial life. Not only will you be able to see your complete financial picture in one place, but you will also have access to features and tools that will give you confidence in your plan:

[/vc_column_text][vc_column_text]Want to know more? Watch here to see what MoneyGuidePro can do for you.[/vc_column_text][/vc_column][vc_column width=”1/2″ el_class=”dtpaddingright”][vc_video link=”https://player.vimeo.com/video/287442361″][/vc_column][/vc_row][vc_row][vc_column][vc_separator css=”.vc_custom_1603295495594{padding-top: 50px !important;padding-bottom: 40px !important;}”][vc_custom_heading text=”Your Life, Your Plan” font_container=”tag:h2|font_size:28px|text_align:left” google_fonts=”font_family:Roboto%20Condensed%3A300%2C300italic%2Cregular%2Citalic%2C700%2C700italic|font_style:700%20bold%20regular%3A700%3Anormal”][vc_column_text]At Baobab Wealth, we want you to experience the value a financial plan can bring to your life as well as see the value in working with us. This is why there is never any cost or obligation to create a financial plan with us. During the financial planning process, we focus on getting to know you, seeking to understand your hopes and dreams, concerns and questions. We take a holistic approach and explore your situation comprehensively. Then, we walk you through the creation of a financial plan using MoneyGuidePro to allow you to get to know us and our firm while also seeing the potential for your future.[/vc_column_text][vc_separator css=”.vc_custom_1603295501369{padding-top: 40px !important;padding-bottom: 50px !important;}”][/vc_column][/vc_row][vc_row][vc_column width=”1/2″ el_class=”dtpaddingleft”][vc_video link=”https://player.vimeo.com/video/151064669″][/vc_column][vc_column width=”1/2″ el_class=”dtpaddingright”][vc_custom_heading text=”Are You On The Fence?” font_container=”tag:h2|font_size:28px|text_align:left” google_fonts=”font_family:Roboto%20Condensed%3A300%2C300italic%2Cregular%2Citalic%2C700%2C700italic|font_style:700%20bold%20regular%3A700%3Anormal” css=”.vc_custom_1603295433767{margin-top: 0px !important;padding-top: 0px !important;}”][vc_column_text]We have no doubt that you will be blown away by our approach and the value of a financial plan created by MoneyGuidePro. But we also understand that financial planning is a big step and commitment. If you are not ready to dive in and work one-on-one with a planner, we invite you to take advantage of My MoneyGuidePro, a self-directed use of the software, to create your own plan. My MoneyGuidePro will guide you through the whole process and leave no stone unturned, leaving you with a personalized financial plan. We offer this to you with no strings attached because we are passionate about what a financial plan can do for your life.

Create your plan with My MoneyGuidePro and don’t hesitate to reach out for us if you are ready to take control of your financial life.[/vc_column_text][/vc_column][/vc_row]

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