Membership Includes

Powerful financial forecasting software

This comprehensive Web-based financial planning software includes modules that will help you effectively create and manage your Master Plan including your Spending Plan, Debt Plan, Tax Plan and Retirement Plan. This application offers many benefits and features including:

• Internet access:  Access your plan anywhere you have an internet connection.
  
  
• Available from any computer platform:  Both Mac and PC users can now use Master Plan, plus the software is compatible with all browsers, including Safari and Firefox.
  
  
• Real-time coach view:  If you are in the Money Mastery® coaching program, your coach can assist you by accessing your individual plans real-time during your coaching sessions.
  
  
• Online security:  Built-in security features assure that your financial information remains protected and completely confidential.
  
  
• Automatic Updates:  Because this is a Web application, program updates are automatic  No more downloading updates or patches as with CD- software.

Step-by-step progress tracking

MyMoneyPlan lets you see how well you are progressing through the program by showing how much of your puzzle has been completed.  As you finish assignments in each of the four modules, a percentage of that module's puzzle piece will fill in.  Your goal is to complete each module so that all four puzzle pieces can be fit together to complete your financial puzzle. 

Financial Management Tools and Resources

MyMoneyPlan includes valuable financial resources and tools including financial assessments and worksheets; loan, retirement, life insurance and future value calculators; personal net worth summaries; IRS tax forms; estate planning tools; tax organization tools; and much, much more!

Access to community and interactive forums

MyMoneyPlan is an educational and interactive site that offers a wealth of information to expand your financial awareness.  The interactive content includes links to podcasts, videos, articles, blogs, our 9-year newsletter archive, and more.

Ask a Money Mastery® coach

Sometimes just having someone there to answer a question is worth its weight in gold.  That's why we have incorporated the "Ask a Coach" feature into our community.  This gives you the opportunity to send a question to our team of  experts and receive an answer within 1 business day.