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“I can’t tell you how much I appreciate the Flow Charts you are providing. Helps me feel a little less crazy as an advisor.”

“The white-label feature in Deluxe is really fantastic. It is really powerful to talk through the decision tree with a client with our logo & color options on the chart, frankly, because it makes us look smarter!”

“You are making all of our lives easier...and more importantly, our clients.”

“The decision tree format has been immensely helpful. The design is very simple and elegant.”

“What you guys have created is pretty badass! I’ve used your material for both client meetings and prospective clients.”

“With all the aspects of running a business, working with varying client scenarios, and knowing how much information is available, I like being able to look at a flowchart and just see what I need to see.”