Online Financial Planning

Just as online companies attempt to eliminate lawyers from estate planning, other companies are attempting to take financial planners out of financial planning. With these programs, clients enter their financial information into a secure website. Advanced software generates a comprehensive financial plan and recommends investments.

Thus far, the programs have been slow to catch on, and many people are questioning whether or not the idea will be a success.

See Jason Zweig, Screen Savers: Will Online Financial Planning Catch On?, W.S.J., Aug. 7, 2010.