About The RAZOR The Approach Sample Reports Testimonials FAQs

To submit a testimonial, visit our LinkedIn page or contact support. Advisor Testimonials “I've been an advisor for over 19 years and this is hands down the best planning software I have ever used and wanted to let you know! Very simple to navigate and my clients get it and are leaving my office feeling better about their situations than they did before they walked in. The fact that I can provide a diagnosis with basic, easy to follow options in such a brief amount of time is worth every cent. Thanks for making the complex 'stuff' simple and easy to deliver” Aaron Fransen, British Columbia “The Razor is a great addition to our client services. It allows us to gain perspective and get into action faster and more easily. Now we're implementing sooner, and our clients report a better understanding of their planning fundamentals.” Curtis Scoville, British Columbia Client Testimonials “We have been working with Dave Faulkner and F.P. Advisors for some years now. As investors with only moderate sophistication, we find the Financial Opportunity Analysis report (The Razor) immensely helpful. It provides strategic level feedback and forecasting. It allows us to work with our advisors to consider alternative strategies and their implications. It helps us focus on what is most important to our financial future now. Essentially, it gets us above the trees so we can better see the forest.” K.S., Edmonton, Alberta