by Carolyn Rothwell on November 23, 2016

Giving Our Thanks to You & Holiday Hours


We thank you for your tireless work helping improve people's (financial) lives and your support of our financial planning software. We hope you have an enormous amount to be thankful for this holiday season and enjoy a happy Thanksgiving holiday.  

Our office will be closed Thanksgiving day. If you need support or sales, please leave us a message by calling 877-421-9815 or send us an email.  We will return Friday with limited hours (8:00 a.m. - 12:00 p.m. PT) and back to our regular hours next week (6:30 a.m. - 5:00 p.m. PT) to help support your planning.  

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Carolyn Rothwell

Carolyn enjoys spending her time building Money Tree Software's brand and products. Her experience creating and delivering financial plans for a full-service financial planning firm and supporting advisors working to provide the best planning to their clients as a Money Tree support member has provided an excellent understanding of the importance of financial planning.