A strong financial plan is built on budgeting.
Unhappy with the current budgeting resources available? We've cracked the code on simplicity so you can focus on the important work of coaching without the tech getting in the way.
Clients can log in with their email and a code to help secure their information.
Clients complete general information as background for you.
Each page - Income, Savings, Fixed Expenses, and Spending - has customizable categorizes as well as reminder notes.
This page shows clients whether they have too much Income or too many Expenses for the month so they can create a zero-based budget.
From the Advisor Admin page, you can review the details for each client's numbers.
We've included a checklist of Actions to Take so clients will know what they need to do to implement their budget.
We plan to add the CFPB's Financial Wellness Survey to the program so you can gauge how your client feels about their current situation. Then, you can re-survey them at a later date to look for improvements.
From Think2Perform, we'll include a Values exercise so clients can focus their numbers on what is really important in their lives.
We'll add a section for clients to create their SMART Goals - specific, measurable, attainable, relevant, and timely - so they can put their values into action.
We want clients to afford the American Dream without being "house poor." This module will give you a framework for the housing discussion and let clients see how this purchase will affect their day to day budget and savings needs.
Debt means spending more than what we have, so we need a plan to pay of loans. Credit cards and student loans are the worst! We want this module to show not only how much, but also visualize how quickly they can pay off debt.
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