We had been piecing together our financial planning by using different free services for a long time. After a while, we realized those services had no real insight into our actual life situation, plus it was a lot to manage ourselves. A co-worker told me that he was using Range, so we decided to give it a try.
So far we feel good about the experience. Their advice has been really solid. The retirement analysis and plan makes us feel more confident that we’re on the right track. Some of the other retirement websites gave us wildly different projections, so it was difficult to know what was real. But Range takes the whole picture into account. On top of that, we are in the process of getting our estate plan updated - our original was 7 years old and a lot has changed.
We’re still working through our plans—cash flow, education, etc—but the feeling of having all of our information in one place, and having a team of advisors consistently supporting us takes a big load off my shoulders.
Range is helping us take a closer look at our finances to make sure we’re living for today, but planning responsibly for the future. That’s exactly what we were looking for.
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