At Orrstown Bank, financial planning is driven by collaboration and a commitment to clarity. Financial Investment Advisor Colin Fry partners with Executive Vice President and Chief Trust Officer Philip Fague to help clients navigate complex financial decisions with confidence.
By leveraging Cheetah Financial Planning, the team is able to support more informed, transparent conversations across every stage of the planning process. As their team and client needs continued to evolve, maintaining that level of clarity across increasingly complex scenarios became even more important.
Challenge: Making complex planning conversations clearer
As their team continued to grow, they needed a planning platform that could support more advanced analysis while making client conversations easier to navigate.
Fry had experience with several financial planning tools, but many felt outdated, difficult to customize, or overly complex when presenting results to clients.
“We wanted something more modern,” Fry said. “Something that was easier to use, more flexible, and created reports that clients could actually understand.”
For Orrstown, the challenge wasn’t just running accurate projections. It was communicating those results in a way that supported better decisions and stronger client relationships.
Solution: Modern planning tools built for clarity and flexibility
Orrstown implemented Cheetah Financial Planning to bring greater clarity, customization, and efficiency into their workflow.
From the start, the platform stood out for its modern interface and ease of use. Fry noted that it was more intuitive and flexible than other tools he had used, with cleaner, more customizable reports and strong integrations that supported their broader technology ecosystem.
“Cheetah Financial Planning is the most technologically advanced platform I’ve worked with,” Fry said. “It’s user-friendly, customizable, and the reports feel modern instead of outdated.”
Fague also pointed to the platform’s tax and estate planning capabilities as a key advantage.
“We previously used MoneyGuidePro, but the tax and estate planning features here are far better than anything else I’ve seen,” Fague said.
The platform’s one-page summaries quickly became a favorite feature for the team.
“No one wants to flip through 40 pages to find what they need,” Fry said. “The reports are clean, succinct, and easy to read.”
With built-in cash-flow analysis tools, the team can now evaluate more complex, long-term scenarios efficiently, including for clients who are earlier in their financial journey.
Results: Stronger conversations and more efficient workflows
With clearer reporting and more intuitive tools, Orrstown has transformed the way financial planning conversations happen.
Clients no longer need to spend time interpreting complicated data. Instead, they can focus on the decisions that matter most.
“Clients appreciate how clean and easy the reports are to read,” Fry said. “It makes discussions more straightforward and productive.”
Internally, the platform has also improved day-to-day efficiency. Navigating between screens, running analyses, and preparing presentations now takes less time, allowing the team to stay focused on client needs.
“With this platform, it’s much easier to move from screen to screen,” Fry said. “That saves us time every day.”
These efficiency gains help the team manage multiple client relationships and planning scenarios without adding unnecessary complexity to their workflow.
Conclusion
Orrstown Bank’s experience highlights a key principle in financial planning: clarity drives better conversations.
By combining advanced capabilities with a modern, intuitive experience, Cheetah Financial Planning allows advisors to simplify complexity, strengthen client relationships, and work more efficiently.
For teams looking to elevate both the quality of their planning and the way they communicate it, the right platform can make all the difference.
“It’s the best planning platform I’ve worked with,” Fry said.
Key outcomes
- Cleaner, more concise reports that improve client understanding
- Enhanced tax and estate planning capabilities
- Greater efficiency across analysis, reporting, and presentations
- More productive and focused client conversations
