Let's get acquainted. Tell us about you.
Your Income fuels your MoneyPlan™ and helps you achieve your goals. Provide us some details so we can build your MoneyPlan™.
Other Income Sources includes Social Security, Dividends/Interest, Alimony, Child Support, and Business Cash Flow.
Tell us about the expenses related to running your home.
= Gas + Electric + Water + Garbage + Other
= Phone + Cable + Internet + Other
Tell us about the expenses related to how you maintain your lifestyle.
= Credit Cards + Auto Payment + Student Loan + Other Loans (except Mortgage Payment)
= Credit Cards + Auto Payment + Student Loan + Other Loans
= Fuel + Public Transportantion + Parking + Tolls + Other
= Hulu + Netflix + Spotify + Newspapers/Magazines + Apps + Other
= Car + Home + Health + Life + Disability + Other
Tip: If you pay your Insurance Premiums every 6 or 12 months, you'll need to find the monthly payment by taking the payment and dividing it by the number of months. For example, if you pay $360 every 6 months for Auto Insurance, your monthly premium would be $60.
Tell us about the expenses you pay less frequently than monthly. These expenses are important to consider when preparing your Budget.
Tip: You can find their monthly costs by estimating the amount spent over the course of a year and divide by 12. For example, if you pay $1,200 every year for Real Estate Taxes, your monthly cost would be $100.
= Alimony + Child Support + Parent Support + Dependent Support
Give us some info about your cash, investments, and personal property so we can help you grow your wealth.
Tell us about your outstanding debt so we can help you become debt-free.
Let’s plan for your future. Use the forms below to add any goals you’d like to accomplish in the short or long run, with your highest priority goal first. Examples of goals include saving for a house, starting a business, planning for that island getaway, or searching for the Loch Ness Monster. Hey, it’s your money.
Provide at least 1 Financial Goal to keep you motivated
Length of time that you plan to save
Use our Wedding Cost Calculator to check if you're on budget for your big day
Salary + Other Income Sources such as Social Security, Dividends/Interest, Alimony, Child Support, and Business Cash Flow
Increases/decreases by 1 month intervals
Please note, Social Security Benefits (SSB) cannot be claimed before the age of 62. Since you plan to retire before then, we'll assume that you will take SSB at 62.
Based on average life expectancy and retirement best practices, we have estimated a 30 year retirement period. Please adjust this estimate based on your personal factors, such as family history.
This is your current benefit amount listed on your Pension and/or Annuity statement. If there is more than one Pension and/or Annuity, please combine all benefit amounts.
This is your current benefit amount listed on your Social Security statement, which can be obtianed at the Social Security website
Current Annual Cost = Tuition + Fees + Room/Board (optional) + Other Costs (optional)
National Average Cost Data: ©2020 The College Board, “Trends in College Pricing 2019”
Please provide the current amount saved for Educational expenses for this child.