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What is the single, most critical aspect of a good financial relationship? Personal trust. More over, this is true for all financial relationships, whether these be between you and your accountant, you and your spouse, you and your bank, etc. In truth then, all financial relationships are built on personal trust.

So what builds personal trust? One thing. Knowing where the money goes. Unfortunately most times, in order for us to know where our money goes, we have to do something most of us hate. We have to fill out forms.

Do most people hate filling out forms? Absolutely. In fact, we've even met accountants who hate filling out forms. Or at least they hate having to get other people to fill out forms.

Enter Bernie. Bernie is an average "Joe." Or rather, he's an average "Bernie." He has a wife. He has two kids. He pays a mortgage. And he worries about money.

Most of all, though, Bernie struggles with all the forms in his life. Which means he also struggles with knowing where his money goes.

Sound like anyone you know? Would you like to know a better way?