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TOWN OF DAVIE TOWN COUNCIL AGENDA REPORT TO: Mayor and Council members FROM/PHONE: PREPARED BY: Mark A. Kidney, ICP, Development Services Director/ (954) 7971101 Christopher M. Grate, Planner II SUBJECT:
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Gratz Planner II is a financial planning software that helps individuals and businesses create personalized financial plans.
Any individual or business looking to create a financial plan or improve their current financial situation can benefit from using Gratz Planner II.
To fill out Gratz Planner II, users need to input their financial information, goals, and preferences into the software. The program then generates a customized financial plan based on the input.
The purpose of Gratz Planner II is to help individuals and businesses better understand their current financial situation, set achievable financial goals, and create a personalized plan to reach those goals.
Users must report their income, expenses, assets, liabilities, financial goals, and any other relevant financial information in Gratz Planner II.
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