"Success is intentional. You make it happen or you don't."
- Dan Waldschmidt -
We've Been there
We've had thoughts and questions of our own such as...
- What can I do to start and keep a personalized budget?
- How do I get out of this never-ending debt?
- Understanding how finances work
- Create plans for saving
Imagine if you could...
You're not alone on a challenging financial journey.
Here's what other's had to say:
Course Review
I'm trying two courses to see if this will help my kids learn how finances work. Money Basics for Kids is for kids just starting basic math (counting dollars/coins). Teen Money Management is preparing teens to know about finances and how to handle money on their own.
Anonymous
Monthly Budget
I've made my own budget before, but I decided to try out the monthly budget plan for comparison. It's nice to see a plan from a different point of view. I do okay with my budget, but with this alternative I might be able to live beyond paycheck-to-paycheck.
Anonymous
Yearly Budget
I took a big leap and decided to jump right into the yearly budget. Even though it'll take a little longer than a year, I really want to get rid of all my debt. I'm only a month in, but it seems to work well. It helps to see what my cashflow is and changes can be made if needed.
Anonymous
Course Tryout
The courses are still in the beta phase (not available to public yet), but I am fortunate enough to test some of it out. So far what I have skimmed through is quite informative (Financial Independence, Path to Financial Freedom, and some of the Teen Money Management). Try it out when it's available!
Anonymous
So, what's next?
Take a look at our products and services pages. Whether you'd like a financial plan created for you or you'd rather learn how to figure it out yourself (but not sure where to start), we've got the tools you need.
Want to get creative with your own finances?
Save this financial planner tool and fill it out digitally. There is the option to print the pages and write it in by hand. Either way, the template is designed to use year after year to get the most out of the free offer (just don't forget to save a copy of an empty template).
Disclaimer: This is fillable on most, but not all, devices. This is intended for adults; if this were to have a rating like a movie it'd be around ehhh...PG13. Some areas may contain explicit language.
