The company also provides courseware development and publishing services; in effect, we can build, deliver, and distribute your courses on your behalf.  We can even submit your courses to regulators for continuing education credit approval, and then administer the service for you on an ongoing basis.

From the advisors’ perspective, All About Money® provides a means to spend little-to-no time collecting data, entering information into a software program, and educating clients about the financial planning process. The cost of delivering financial planning services is therefore substantially reduced.

All About Money® also helps employees implement their financial plans.  Beginning with cash and debt management, employees learn how to find the money to save and invest, how to compare and contrast financial products and services, and how to determine those most suitable for their goals. Employees then explore the different types of financial advisors, and discover ways to select the most appropriate advisor and institution to meet their needs.

Planning Matters Inc. also produces and distributes a separate product line called All About Money®.  Marketed primarily through corporations as an employee benefit, this interactive on-line tool guides employees through the financial planning process in a step-by-step manner.  Employees can choose to explore financial planning just to learn about it – or – work through each step in the process and actually create their own comprehensive financial plans.