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
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
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.