Press Kit
Welcome to our Press Kit section, here you will find a variety of downloadable assets.
Press Releases
Intelligent Categorization: PFM’s Secret Sauce
“How you spend your money is how you vote on what exists in the world” ― Vicki Robin Nearly every book, every blog, every advisor that sets out to help you manage your finances better will start the same way: First, know where your money is going. If knowledge is...