“The decision tree format has been immensely helpful. The design is very simple and elegant.”

“This has been super helpful and I am getting rave reviews in using these flowcharts and checklists”

“Checklists don't make the planner smarter or more skilled, but do help to ensure that the planner maximizes the knowledge and skill he/she already has.”

“One client just said 'Wow, thank you for this. I would have screwed up my retirement if not for this.'”

“With working from home most of 2020, we wanted to still catch some face time with our clients. We used the checklists and flowcharts to conduct webinars covering various topics. In fact, having the charts readily available, we were able to do many of these on a weekly basis, knowing the material was pretty much already established. We had such great feedback that we are continuing the webinars into 2021. We have many that actually look forward to our meeting times, and found being able to have the flowchart or checklist available to work on their own later was an added bonus.”

“I just utilized one of the Roth flowcharts live on the phone with a client. It worked perfectly!”

“This is one of my best subscriptions I pay for!”