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.
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.