Thank you so much for taking the time to review our projection spreadsheet with my husband and I, and showing us how to use some of the advanced features. The one on one was very helpful and gave us the guidance that we needed. We now feel more confident about using the tool.  Also, think it is an amazing tool that is so sophisticated, yet fairly easy for us to use. I thank you for developing it and sharing it with us, so we can manage our retirement as our circumstances change.

-J.C.

I'm somewhat of a data nerd and love Excel.  Is there a better person to take you through this complex spreadsheet than the man who built it?  Mark and I went through the basics but also dove into some of the advanced tabs.  We ran scenarios and discussed how best to optimize everything and stress test it.  It was a very helpful session, thanks for your time Mark both for the meeting and for the many hours it took to develop this great tool. 

-M.H.

I spent an hour with Mark earlier today and consider it time well spent.  The spreadsheet is a great way to confirm what you already know,  to help plot a path into retirement or to just have fun with if you like crunching numbers or looking at different outcomes to a set of values.  Mark can show you how to run various "what If" scenarios as his knowledge of the tool is extensive. If you have questions or need clarification on something within the tool, I highly recommend you take Mark up on his offer to meet virtually to go over your numbers/circumstances. 

-R.C.