Most people do very little financial planning. But they should. It can make a big difference in your future wealth. For example, just how much wealthier will you be if you refinance your existing 30 year loan with 15 years left with a new 30 year loan? People tend to make the decision based on rules of thumb which is fine, they decision is generally the right one. But people rarely know how it impacts their future wealth.
Other questions! Are you saving enough for your kids' education? How much wealthier will you be if you increase your 401k contribution? If you double your mortgage payments, will your wealth increase or decrease? There are all sorts of question that you will now be able to answer.
In addition to knowing your financial condition, this product includes a lot of useful templates to get your records organized. Unfortunately, most people are hideously unorganized. Do you have all in one place a list of all your life insurance? How about all checking and savings accounts? 401k's and IRA's? You get the idea.
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