First Concept Document
Over the winter holidays in 2018/2019 I wrote this document about the whole need for digital financial planning. This was before Bernie joined the team, before we called it BodesWell. It's not really a business plan... this is more of a concept document.
This was the document that I showed to Bernie after our first meeting. It's rough, vague and wide-ranging, but it was enough to get him excited to co-found the company with me, so the document did its job.
I haven't updated it since March of 2019, so it's increasingly a historical object, but kind of fun nonetheless. Click this link to visit the document: https://docs.google.com/document/d/e/2PACX-1vSZkG_MSfnxq4paCMlbYNRdn7mQVG6traJ_Np8Al1ukwakCApHSaOJJemc7XyG_o-xmaH27MJec7yu1/pub