Moneytree Insights
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The benefits of customization in modern financial planning
Customization has become a defining feature of modern financial planning. Today’s clients arrive with different goals, comfort levels, and expectations, and the best advisors meet
Where planning becomes practice: Chuck Clifton on building a planning-first firm with Moneytree
For Chuck Clifton, financial planning has always been about clarity — helping clients see their full financial picture and understand the tradeoffs behind every decision.
Human at the helm: Why the future of advice depends on empathy, not automation
This article was first published in the 2026 Market Outlook from WealthManagement.com. After years of chasing efficiency, financial advisors are beginning to ask a different
How one-page summaries transform client meetings
Most client meetings don’t fail because the advice is wrong. They fail because the message gets lost. Advisors spend hours building sophisticated plans, only to
What’s next for financial planning in 2026? Key trends advisors should know
The financial planning profession is entering 2026 with a clear message: technology matters more than ever, but only when it strengthens the advisor-client relationship. As
How to migrate your client data into Moneytree Elite or Essential
Interested in upgrading to the latest Moneytree Elite and Essential products but worried about the time it takes to migrate your clients’ data? If you currently use one
Closing 2025 with clarity, security, and gratitude
As we close out 2025, many advisors are reflecting on how rapidly the industry continues to shift. New technology has brought incredible efficiency and opportunity this
Getting to know Kelly Kass, content specialist
Before joining Moneytree, Kelly Kass developed a strong foundation as a writer and researcher, with a master’s degree in history and years of experience learning
From worry to wisdom: Helping clients shift their money mindset with planning software
A client walks into a meeting carrying far more than a folder of statements—they bring fear, uncertainty, and the weight of “what if?” “What if