Last modified: September 30, 2019

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First Concept Document  


Matthew Bellows
Member Admin
Joined: 1 year ago
Posts: 18
21/10/2019 6:20 pm  

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: