Analyze less.

Profit more.

Engage better.

Xpand clientele.

Maximize your business’ potential with the ApexMoneyPlan™, the first and only turnkey financial coaching solution

Analyze less.
Profit more.
Engage better.
Xpand clientele.

Maximize your business’ potential with the ApexMoneyPlan™, the first and only turnkey financial coaching solution

Trusted by

ApexMoneyPlan™
Benefits

Turnkey Financial Coaching Solution

Fisecal provides everything you need to start a financial coaching business or streamline your existing coaching practice, so you can focus on what matters most: generating revenue

Complimentary Disclosure Templates

Automated Financial Coaching Software

Accept Payments, One-Time and/or Recurring

Best Practices, Guidance & Mentorship

Turnkey Financial Coaching Solution

Fisecal provides everything you need to start a financial coaching business or streamline your existing coaching practice, so you can focus on what matters most: generating revenue

Complimentary Disclosure Templates

Automated Financial Coaching Software

Accept Payments, One-Time and/or Recurring

Best Practices, Guidance & Mentorship

Instant Financial Insight

The ApexMoneyPlan completes 99% of the planning work in seconds so you can provide answers to your client’s most pressing questions immediately after they submit their profile

System Generated Recommendations & Action Plan

Financial Health Ratio Review

Real-World Goal Calculations

Investment Property/Small Business Financial Analysis

Instant Financial Insight

The ApexMoneyPlan completes 99% of the planning work in seconds so you can provide answers to your client’s most pressing questions immediately after they submit their profile

System Generated Recommendations & Action Plan

Financial Health Ratio Review

Real-World Goal Calculations

Investment Property/Small Business Financial Analysis

Financial Software Made for Everyone

Getting  financial advice shouldn’t be hard or intimidating for your clients. That’s way our software was built by the Middle-Class for the Low/Middle-Class in order to create a welcoming environment that makes it quick and easy to get/give advice

Financial Education Focus

Gender-Inclusive Language

Pre-Filled Fields & Plain Language Explanations

Mobile-First, Intuitive Design

Financial Software Made for Everyone

Getting  financial advice shouldn’t be hard or intimidating for your clients. That’s way our software was built by the Middle-Class for the Low/Middle-Class in order to create a welcoming environment that makes it quick and easy to get/give advice

Financial Education Focus

Gender-Inclusive Language

Pre-Filled Fields & Plain Language Explanations

Mobile-First, Intuitive Design

Features FAQ

The Free version of the ApexMoneyPlan™ contains all of the great features as the Lifetime License with a few limitations:

  1. No Investment Property and/or Small Business Financial Analysis
  2. Logo only customization
  3. Advisor Portal is limited to editing the Budget
  4. Financial Plan is limited to the Action Plan and Budget

The Lifetime License version of the software unlocks all of the great features of the ApexMoneyPlan™, including Investment Property and/or Small Business Financial Analysis, full customization of the software and Plan, editable recommendations, and a full financial plan.

The Free version contains a step-by-step Action Plan and a Budget.

The Lifetime License version contains a Goal Analysis Table, a step-by-step Action Plan, a Budget, an Income Statement, a Balance Sheet, Insurance Review, and a Financial Health Ratio Review. If applicable, the Plan will also include an Investment Property Income Statement and Investment Property Ratio Review and/or a Small Business Income Statement and Small Business Financial Health Ratio Review. Click here to check out a sample full Financial Plan

The ApexMoneyPlan™ optimizes a client’s cash flow to create a Zero-Based Budget (ZBB), which means that any remaining cash flow is used to accomplish financial security and goals. To ensure that the recommendations proposed are achievable, the system pre-fills the client’s budget with estimated insurance costs, goal payments, and living expenses based on statistical data, which are all editable by the you.

Other software features include:

Goal calculations take into account historical rates of inflation for a variety of categories, personalized rates of return, the effects of early/late retirement on SSI benefits, selections for higher education costs, and calculations based on down payment percentages, as well as goals automatically recalculating if it’s not achievable given the client’s cash flow..

System-generated recommendations are fully editable and you can add up to 10 additional recommendations to the Plan (Lifetime License only). We’ll also add, remove or adjust recommendations if you’re constantly tweaking them to ensure that you won’t have to do more work than necessary when completing a plan.

Tips on where to find Investment Property or Business financial information on Tax Returns.

Ability to list each expense, asset and/or debt as its own line item, which makes it easier to update and get a new plan month after month.

The system calculates a term life Insurance policy coverage amount (i.e. $10,000) along with an estimated cost for the potential policy.

The Risk Assessment questionnaire (provides a personalized rate of return for the client) contains plain language questions and is pre-filled at neutral.

Yes,  we’re launching a Spanish language version (Software de Coaching Financiero en Español) of the ApexMoneyPlan™ in June 2022. We’ll look at supporting additional languages in the future based on our coach’s feedback.

A.P.E.X. approach

Fisecal’s ApexMoneyPlan™ will take your business to the next level

Analyze
Relevant & Insightful Info

Our software and tools give you a deep understanding of what your prospects & clients are trying to achieve without having to do lengthy analyses. From financial health ratios to goals analysis to budgeting & spending reviews, you’ll have all of the info needed to make impactful recommendations that help your prospects & clients achieve financial freedom.

Analyze

Relevant & Insightful Info

Our software and tools give you a deep understanding of what your prospects & clients are trying to achieve without having to do lengthy analyses. From financial health ratios to goals analysis to budgeting & spending reviews, you’ll have all of the info needed to make impactful recommendations that help your prospects & clients achieve financial freedom.

Profit
Time = Money

By not having to spend hours completing a financial plan, you’ll be able to take on more clients, increase your profit margin, and offer new (profitable) services that weren’t possible before, such as quick financial reviews, monthly subscriptions, Q&A, or tiered service plans. Whatever your ideas are, we can help you execute it with our software, tools, and know-how.

Profit

Time = Money

By not having to spend hours completing a financial plan, you’ll be able to take on more clients, increase your profit margin, and offer new (profitable) services that weren’t possible before, such as quick financial reviews, monthly subscriptions, Q&A, or tiered service plans. Whatever your ideas are, we can help you execute it with our software, tools, and know-how.

Engage
Add More Value

With Fisecal’s software and tools, you’ll have the info needed to provide advice every time you chat with a prospect or client, leading to higher conversion and retention rates. Having enough info is just one part of the equation. By automating your planning, you’ll have the ability to increase the frequency that you connect with your clients as well as spend more time sourcing and chatting with prospects, giving you the ability to easily expand your clientele.

Engage

Add More Value

With Fisecal’s software and tools, you’ll have the info needed to provide advice every time you chat with a prospect or client, leading to higher conversion and retention rates. Having enough info is just one part of the equation. By automating your planning, you’ll have the ability to increase the frequency that you connect with your clients as well as spend more time sourcing and chatting with prospects, giving you the ability to easily expand your clientele.

Xpand
Attract a New Demographic

Expand your services to some of the 77-million middle-class households who are falling through the cracks. By automating the planning process, you can help individuals that make between $35-100K, and do so profitably. Trust us, it’s what we have been doing since we’ve launched and have already achieved profitability.

Xpand

Attract a New Demographic

Expand your services to some of the 77-million middle-class households who are falling through the cracks. By automating the planning process, you can help individuals that make between $35-100k and do so profitably. Trust us, it’s what we have been doing since we’ve launched and have already achieved profitability.

A quick & easy way to show off your financial expertise

Sign up

Get your Lifetime License to the ApexMoneyPlan™

Customize

Change the design, colors, text and tone to match your brand

Deploy

Easily display on any page in seconds; no dev team or coding required

Book Your Demo of the ApexMoneyPlan™