inger ▁and ▁is ▁head qu arter ed ▁in ▁Mc Le an , ▁V A . ▁ ▁Initial ly ▁started ▁as ▁a ▁tool ▁to ▁help ▁self - direct ed ▁individual ▁invest ors ▁create ▁a ▁financial ▁plan ▁and ▁get ▁invest ment ▁advice , ▁We alth m inder ▁p iv oted ▁in ▁ 2 0 1 5 ▁to ▁providing ▁tools ▁and ▁services ▁to ▁help ▁individual ▁invest ors ▁and ▁financial ▁advis ors ▁find ▁each ▁other . ▁ ▁We alth m inder ' s ▁board ▁includes ▁ang el ▁invest or ▁and ▁serial ▁entrepr ene ur ▁Bobby ▁Y az d ani . ▁ ▁Its ▁advis ory ▁board ▁includes ▁financial ▁pl anner , ▁author ▁and ▁founder ▁of ▁the ▁Gar rett ▁Pl anning ▁Network , ▁Sh ery l ▁Gar rett , ▁as ▁well ▁as ▁president ▁of ▁Imp act ▁Communic ations ▁Marie ▁Swift . ▁ ▁Services ▁ ▁Pract ice ▁Management ▁Software ▁▁ ▁We alth m inder ' s ▁financial ▁planning ▁and ▁practice ▁management ▁software ▁enables ▁clients ▁to ▁enter ▁data ▁about ▁their ▁goals , ▁existing ▁assets , ▁future ▁sav ings ▁and ▁willing ness ▁to ▁accept ▁risk . ▁ ▁It ▁then ▁helps ▁financial ▁advis ors ▁create ▁a ▁financial ▁plan ▁and ▁set ▁of ▁recommend ations ▁/ ▁advice ▁for ▁their ▁client . ▁ ▁C li ents ▁have ▁online ▁access ▁to ▁their ▁plan ▁and ▁both ▁parties ▁can ▁monitor ▁process ▁against ▁the ▁plan . ▁ ▁Ad visor ▁Market place ▁▁ ▁We alth m inder ▁also ▁provides ▁a ▁directory ▁of ▁information ▁about ▁financial ▁advis ors ▁on ▁its ▁site ▁to ▁enable ▁consum ers ▁to ▁research ▁and ▁compare ▁financial ▁advis ors