Review on Savology by Randy Montiel
Great resource if financial planning is new territory
The most helpful thing about this program was being able to connect with an advisor who could help me understand my options for retirement savings as well as other benefits I may be entitled too! It also helped me track all of my spending so it made keeping up with bills easier than ever before. There wasn't anything in particular I disliked but there were some things that needed improvement such as having less information available at times when you need it or not enough flexibility in scheduling appointments. Be sure to ask questions during your first appointment because sometimes they can seem like pushy salesmen which isn't what we want from our advisors! We have been using the service since 2015 and have seen significant improvements in how prepared we feel financially for retirement. Our goals have changed over time and now we know exactly where we stand compared to previous years. This has allowed us to make smart decisions.
- I like how easy it is to use and the ease of keeping track of all of my finances
- I dislike the lack of flexibility sometimes as far as scheduling appointments and the lack of information available at times when you need it
