Adding a new client to Timeline

2mins!

That’s how long it takes to set up a new client, create the asset allocation, input fees, and produce a withdrawal policy statement on Timeline!

This video walks you through how to set up a client on Timeline, the sustainable withdrawal rate.

Abraham is the Founder and CEO of Timelineapp. He has authored the Beyond the 4% rule book, written several industry papers and delivered many talks. He holds a master’s degree from Coventry University and an alphabet soup of designations, including the Investment Management Certificate, Chartered Financial Planner and Chartered Wealth Manager.

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