Coaching

– (1) One-Hour Meeting

– Limited Support (Text and Email)

Education

– Online Videos Guiding You Step by Step

– Essential Information for Healthy Financial Decisions

Resources

– Relevant Content for your Financial Plan

Goal Planning System

– Fully Secured Online Access

– MasterPanel (Dashboard)

– Voyage Chart (Self-Guided Journey)

– Navigator Meeting Log (Track Coach Meetings)

– CashFlow Plan (Your Customized Budget)

– Compass (CashFlow Summary)

– Financial Freedom Gauge (Measure Progress)

– Net Worth Gauge (Wealth Calculator)

EveryDollar Premium Budget App

Key Features

– Fully Secured Online Access (Encrypted)

– All Devices (Desktop and Mobile)

– Tracking (Via Your Bank Connection)

– Insights (Visual Graphs for Planning)

– App Tutorial and Support (On-Demand)