Coaching

– One-Hour Meetings

– Set Up Your CashFlow Plan 

– Specific and Objective Recommendations

Education

– 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)

Guidance

– One-Hour Meetings

– Full Support (Text, Email, Phone and Online)

EveryDollar Premium Budget App

Key Features

– Fully Secured Online Access (Encrypted)

– All Devices (Desktop and Mobile)

– Setup from your GPS-CFP (CashFlow Plan)

– Tracking (Via Your Bank Connection)

– Insights (Visual Graphs for Planning)

– App Tutorial and Support (On-Demand)