Q: “Denise, I am excited about your upcoming investment class, and I want to get my assets and accounts organized before the class. What would you suggest I do for tracking purposes?”
A: Great question and I am so glad you are coming to my class! I love the Future Value Calculator because it allows me to summarize my investment accounts and also project what my holdings might look like in 5 years, 10 years, and more. I highly recommend this calculator for not only you, it can be a great tool for your clients as well!