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This is something that I would be interested in, but you are asking for too much without giving anything back. You are essentially asking me to put my entire bu
by michaelml 5y ago
This is something that I would be interested in, but you are asking for too much without giving anything back. You are essentially asking me to put my entire budget as well as future plans into your site before giving me anything interesting.
I am estimating it would take > 15 minutes to fill out everything you want, and there is no way I am making that investment into a random website without some token of return.
Please consider giving general projections after only a few questions and then allowing the user to refine it by adding more details if they are interested.
- scubakid 5y agoOne idea that might help with onboarding for users who want to jump right in is a sandbox mode where you can skip onboarding and plan creation and go directly into a scenario pre-configured to model one of several selectable templates or personas. How would you feel about that?
- mwerd 5y agoI logged in to post this exact suggestion. A couple of templates like [married home owners] and [single renter] that would jumpstart the process would be nice.
- jonathankoren 5y agoHave you ever worked with a financial planner before? I ask, because you’re complaining about the process that every financial planner uses. They’re all very heavy weight, especially when it comes to expenses and tax rates.