When entrepreneur Stephen Chen's mom began approaching retirement age, she was forced to borrow money from Chen ' and Chen's brother ' to make ends meet. They wanted to help, but the siblings also wanted to figure out a more sustainable, long-term solution that'd help their mom retire without having to worry about finances. Chen tried to get guidance from a financial adviser, but no one would take his mother as a client because her net worth wasn't considered high enough. So Chen started building spreadsheets and financial models himself, doing his best to figure out how his mom could live the retirement lifestyle that she wanted. 'People like my mom lack the tools to look at their money holistically and strategically so they can make informed decisions, monitor their financial situation, understand which levers to pull and when and make the connection between the choices they make today and the long-term ramifications to their plan,' Chen told TechCrunch. 'There's a confluence of...
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