SMARTER Budgeting

SMARTER BudgetingSMARTER BudgetingSMARTER Budgeting

SMARTER Budgeting

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    • Home
    • About Us
      • Who We Are
      • Our Values
    • Services
      • For Your Clients
      • For Your Firm
    • Blog
    • Contact
  • Home
  • About Us
    • Who We Are
    • Our Values
  • Services
    • For Your Clients
    • For Your Firm
  • Blog
  • Contact

Budgeting as a Cornerstone

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.

How It Works

Password Login

Customizable Categories

Password Login

Clients can log in with their email and a code to help secure their information.

Personal Info

Customizable Categories

Password Login

Clients complete general information as background for you.

Customizable Categories

Customizable Categories

Each page - Income, Savings, Fixed Expenses, and Spending - has customizable categorizes as well as reminder notes.

Balance Income and Outflow

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. 

Advisor Summary

From the Advisor Admin page, you can review the details for each client's numbers. 

Action Checklist

We've included a checklist of Actions to Take so clients will know what they need to do to implement their budget.

What's Coming Next

Financial Wellness Survey

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.

Values Exercise

From Think2Perform, we'll include a Values exercise so clients can focus their numbers on what is really important in their lives.  

SMART Goals

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.

How Much Home

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 Module

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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