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MONEY PRO GUIDE PRO
MONEY PRO GUIDE PROFESSIONAL

calendar for scheduling expenses for the whole year ahead recurring expenses with custom periodicity search by amount, category, description, payee, cheque number etc. split transactions: split one payment to multiple categories widget for quick expense tracking on the go without launching the app

MONEY PRO GUIDE PRO

Money Pro is the next generation of Money app (over 2 million downloads worldwide). Money Pro works great for personal & family expense tracking and even for business finance management.Įasy sync and iPhone/iPad versions combined in one app. Cut your expenses with Money Pro®!Įxpense tracker, budget planner & account manager - all in one app to get your finances under control. When you access one of these web sites, you are leaving our web site and assume total responsibility and risk for your use of the web sites you are linking to.EASY BUDGET. Nor is Kestra IS and Kestra AS liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, web sites, information and programs made available through this web site. Kestra IS and Kestra AS makes no representation as to the completeness or accuracy of information provided at these web sites. When you link to any third party web sites that may be provided here, you are leaving this web site. Any website links being provided are strictly as a courtesy. For additional information, please contact our Compliance department at 84. Not all products and services referenced on this site are available in every state and through every representative or advisor listed.

Therefore, a response to a request for information may be delayed. Registered Representatives of Kestra IS and Investment Advisor Representatives of Kestra AS may only conduct business with residents of the states and jurisdictions in which they are properly registered. Kestra IS and Kestra AS do not provide tax advice and are not Certified Public Accounting (CPA) firms.This site is published for residents of the United States only. Ray Olson, LLC is not affiliated with Kestra IS or Kestra AS. Investment advisory offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/ SIPC.

MONEY PRO GUIDE PROFESSIONAL

There's no obligation for our second opinion service and any information we provide during your meeting and afterwards is yours to keep.Ĭheck the background of your financial professional on FINRA's BrokerCheck.

Next we'll schedule a follow-up conversation in which we'll present our second opinion about your current plan.

We'll talk about your current investment strategy and make notes for our follow-up conversation.Īlthough we may discuss ideas during the meeting we want to spend most of the time listening, rather than immediately trying to provide solutions.Īfter the meeting we'll put together some information and ideas for strategies that best fit what you've told us about your goals and income.

We'll answer all your questions regarding our fees and the services we provide.

We'll spend most of the meeting discussing your needs and listening to your answers.

Schedule a meeting with us for a second opinion and here's what you'll get: We want you to decide if we're a good fit for your needs, and we want to see if we can truly add value to your life.

Our second opinion service is more than just a discussion about money and financial strategies. Get a Second Opinion About Your Financial Plan