You Should Name a Variable Using the Same Care With Which You Name a First-Born Child

Enjoy this behind-the-scenes POV of our team architecting the infrastructure of our “Model Matchmaker”📸Martin Tarlie Paul Wang Laurence Barden Adam Scully-Power, CIMA®, CPWA® Andy Finnegan, CFA, CAIA.

Your infrastructure, your models, your existing planning framework. We just API our goals-driven engine under the hood to connect the plan and the portfolio together to scale advice in a very personalized way.

P.S. One of our favorite tech quotes: “You should name a variable using the same care with which you name a first-born child.” – Robert C. Martin

#GoalsBasedInvesting #WealthBenchmark #ModelMatchmaker