Guidance

– One-Hour Meetings

– Setup Your Plan

– Specific and Objective Recommendations

Education

– Essential Information for Healthy Financial Decisions

Resources

– Relevant Content for your Financial Plan

WayPoints GPS (Goal Planning System)

– Fully Secured Online Access

– Financial Freedom Journey (Point-by-Point)

– CashFlow Plan (Customized Budget)

– Instrument Panel (Financial Calculators)

– Financial Freedom Score (Measure Progress)

– Net Worth Gauge (Wealth Calculator)

EveryDollar Budget App

– Fully Secured Online Access

– All Devices (Online and Mobile)

– Setup from your GPS-CashFlow Plan

– App Tutorial and Support

Guidance

– One-Hour Meetings

– Full Online and Phone Support

EveryDollar Premium (Budget App)

Key Features

– Desktop and Other Devices App

– Tracking (Bank Connection)

– Insights (Visual Graphs for Planning)

– Video Tutorial