Ball Comprehensive Planning
Take Charge of Your Financial Journey
As a family-owned firm we are dedicated to bringing our values and beliefs of a comprehensive financial planning approach to creat personal financial plans to guide our clients in reaching thier financial goals.We design our financial advice around our client’s personal situation and our conservative investment philosophy is simply based on implementing some of the greatest ideas in finance to help navigate market volatility.
Licensing & Deployment
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Cloud Hosted
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Web-based
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Windows
Knowledge Base
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Help Guides
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Blogs
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Case Studies
Ball Comprehensive Planning Core Features
Focus of Financial Planning Feature
- Accounting Integration
- Cash Management
- Expenditure Tracking
- Credit Card Management
- Risk Management
Ball Comprehensive Planning Pricing
Pricing Type
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Contact Vendor
Free Version
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No
Payment Frequency
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Monthly Payment
Ball Comprehensive Planning Reviews
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