Personal Finance resources to get you in control

Personalized Financial Plan

$ 9.99 USD

THIS IS NOT A TEMPLATE - IT'S BETTER!

One of our financial architects will work with you, one-time, to set you up for financial planning success. Once you purchase the plan you will be prompted to fill out basic financial information so that our financial architect can work on your personalized financial plan, which will be delivered via e-mail within 48 hours after information has been collected.

The plan will include:

  • Spending and Income allocation, custom designed with you, your lifestyle, and your goals in mind
  • Debt elimination strategy recommendations based on your particular situation
  • Allocations to help you build an emergency fund
  • Savings recommendations based on your income and goals
  • Additional recommendations from your financial architect to help you attain your goals sooner

Once you purchase, you will have 7 days to complete the information request so that we can personalize your plan.

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FREE Resources to Download!

FREE Budget Template by myFinTect™

Our FREE Budget template will help you get started and start tracking your finances hassle-free. Just plug in your numbers, and find out why sticking to a budget has never been easier.

FREE Net Worth Template by myFinTect™

Our FREE Net Worth Template will help you list all of your assets and liabilities in one place, and automatically run a calculation so you can see how much you're worth.

Download a FREE monthly budget template!

One of our favorite tools, this budget is easy to implement and will help you get in control of your finances quickly. Enter your info and receive a link directly to your inbox

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