Financial Planning

Frequently Asked Questions

Is the financial planning app hard to navigate?

The financial planning app is a process and isn’t difficult at all.

How is this process different from others?

Our financial planning takes into account the psychological components regarding the thoughts of money.

Will I be able to track my budgets?

Yes you can track your budgets so that you stay on target and meet all of your goals.

Will someone help me?

If you need help then we are here to answer any and all questions that might arise.

Are there notifications if I get off track?

There are notifications that go out either only a daily, weekly, and/or monthly basis to notify you of your current status regarding your financial plan.