by Carolyn Rothwell on November 25, 2014

Giving Thanks, Money Tree Referral Program, and Holiday Hours


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We wanted take a moment to share that we are truly thankful to be working with so many great planners and the financial planning community. Thanks to continuing support, helpful feedback, and new ideas, our customers have allowed us to proudly provide financial planning software for over 30 years. Many of the newest features came directly from our customers taking the time to share their ideas with us.  

We appreciate when our customers share their experiences using Money Tree's financial planning software with other planners. Your referrals are the most sincere compliment we can receive. As a thank you for your support, we will extend your software an additional 3 months should a planner you refer join us as a customer.

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Thank you again, and we hope you enjoy a lot to be thankful for this November and a happy Thanksgiving holiday.  Our office will be closed Thanksgiving day.  If you need support or sales, please leave us a message or send us an email.  We will return Friday at 6:30 am, however we will be closing at 12:00 pm.  

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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.