About Mike Zung, CFP®

I'm a tech guy turned financial planner.

Financial planning software is excellent in many ways, but it can feel overwhelming to clients when it's put in front of them. 

I understand the challenges that these companies face with modifying their existing software, especially when different users have different needs.

While I'm rooting for financial planning software, I'm not waiting for it.

I developed this plan template for my own practice because I wanted to create an engaging, planning-centric experience for my clients.

If you are looking to do the same, I invite you to check it out.