How Financial Planning Tech Can Help You Maximize Every Dollar

It's Financial Planning Month, so it’s a great time to explore how innovative technology can assist you when it comes to managing your savings and debt.

A woman sits on her sofa and looks at her tablet.
(Image credit: Getty Images)

October is Financial Planning Month, and this month we are reminded how important having a financial plan is — and how much value working with financial planning technology and a financial adviser can provide in helping you to achieve what is most important to you. According to a Hearts & Wallets survey from last year, 82% of consumers think about their financial goals, but only 54% of them actually have some sort of plan. And of those who do plan, only 37% have made plans in writing.

Written financial plans are important, and consumers can utilize innovative technology to maximize every dollar they earn along the journey toward reaching their goals.

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Rose Palazzo
Group President of Financial Planning, Envestnet

Rose Palazzo is Group President of Financial Planning at Envestnet and leads us in our vision of creating financial wellness for all. Rose has extensive experience in the financial industry and in-depth knowledge of MoneyGuide as she came to us from the role of Head of Financial Planning for Morgan Stanley Wealth Management. Rose joined Morgan Stanley in 2008 as part of the Financial Planning organization to lead the development and launch the firm's proprietary progress to goals monitoring service. During her time as Head of Financial Planning she was responsible for managing the development, implementation and support of Morgan Stanley's financial planning offering.