PlanTogether: Budget & Plan

The paperwork starts once you've both said yes. After the yes, your client fills in their own information on their phone, with you across the desk or at home. It starts their plan, so there's nothing to retype when you get back to the office. PlanTogether by MyFinancialApps is a client onboarding app for life-insurance advisors, accountants, bookkeepers, tax preparers, money coaches, and mortgage and real estate agents. Your clients get their own budget from you, when you turn it on. IF YOU'RE A CLIENT You join by invitation from your advisor or other professional. This is your side of their app. Tell them about your household once, on your phone, with them or at home: who depends on you, how to reach you, and the goals you care about. Want your budget? Pick budgeting as a goal when you join and we ask them for you, or ask them yourself, right in the app. When they turn on your budget, it's yours: • A budget you build yourself, from your income, housing, debts and bills. • Build it in about 10 minutes, with common bills one tap away, ending on Your Result. • Debt Freedom: Snowball or Avalanche, when you'll be out of debt, and a slider that shows what an extra payment does. • Goals that shape your plan. • A Payday Planner to plan which paycheck pays which bill, and a Cashflow Calendar built from the bills and paydays you enter. Turn them on when you want them. • With the Cashflow Calendar on: what's safe to spend today, and the next 12 months at a glance. You enter and confirm your own numbers, so you stay in touch with your money. Reminders in their name? You can switch them off any time. IF YOU'RE A PROFESSIONAL Invite a client in four fields. Then let them do the typing. • They fill in their household, dependents, contact details and goals on their own phone. • Reminders go out in your name: to accept your invite, finish their profile, and start their budget if they chose budgeting and you've turned it on. Each one stops once the step is done. • Pause reminders for any client. • You're told when a client accepts, finishes onboarding, builds a budget or changes their goals. • See what changed in a client's file, who changed it and when. • Life-licensed advisors schedule client meetings and keep meeting notes in the client's file. You both get a reminder the day before. • Life-licensed advisors get a life-insurance needs analysis that starts from the numbers the client entered: need, coverage in force and the gap, on one screen. It works alongside the software you already use. Same app, two logins: professionals sign in to their dashboard, clients to their own plan. Support: [email protected]