Broker Check
We need a favor! Please share your experience

We need a favor! Please share your experience

June 13, 2023

At Planning for Good, we strive to provide exceptional service and guidance to help you achieve your financial goals. Today, we're requesting your support through a Google review.

Previously, financial advisors were restricted from using client testimonials. Recently, however, the Financial Industry Regulatory Authority (FINRA) has made significant changes to its rules regarding testimonials and now allows us to gather feedback from our clients.

These changes open the opportunity for us to showcase experiences our clients have had while working with our team. By sharing your honest review on our Google business page, you help us grow as a trusted financial advisor and assist others in making informed decisions about their financial well-being.

Writing a review is simple and should only take a few minutes. Here's how you can do it:

  1. Visit Karen's Google business reviews page here:
  2. Rate our services using the star rating system (from 1 to 5 stars).
  3. Share your experience by writing a brief review describing the benefits you have gained from working with us. Feel free to mention any specific financial goals you have achieved or how our team has helped you navigate challenging market conditions.

We understand that your time is valuable, and we greatly appreciate your taking the time to leave your thoughts. Your feedback is important to us, and we are incredibly grateful for your consideration. We believe that working together can build a strong community of informed investors empowered to make sound financial decisions.

If you have any questions or need assistance with posting the review, please don't hesitate to contact our team. Thank you once again for entrusting us with your financial well-being, and we look forward to serving you for many years to come.