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Financial Advice
Financial Well-Being Score
What's your client's Financial Well-Being Score?Measure your client's progress/success throughout their time working with you with our Financial Well-Being Questionnaire based on the Consumer Financial Protection Bureau's model. We'll provide your client's score,...
3 Minute Money Map™
Free Financial Health ReviewAnswer a few simple questions and our 3 Minute Money Map™ will give you advice on how to improve your financial health. (Please give it just a few seconds to load - thanks!)Review the 4 Pillars of Your Financial HealthFinancial security is...
Financial Calculators
Emergency Fund Calculator: How much of a cushion do you need?
How much should you save to cover your expenses? An emergency fund is used to cover mandatory expenses, aka non-discretionary expenses, that must be paid if you suddenly lose your source of income (hence the emergency!). Provide your info below to find out how much...
Car Loan Calculator
Ready to buy your dream car? Fill in some info about your car loan and we'll tell you how much you'll pay each month, how much interest you'll pay, and the total amount you'll pay over the life of the loan.How much money do you need to retire? Assets are cash,...
Personal Loan Calculator
How much will that new loan cost? Just fill in some info about your new loan and we'll tell you how much you'll pay each month, how much interest you'll pay, and the total amount you'll pay over the life of the loan. How much money do you need to retire? Assets are...
Loan Payoff Calculator
Want to pay off your loan faster?Just fill in some info about your loan as well as how you'd like to repay it, whether an extra payment amount or in a certain number of months, and we'll provide a monthly payment amount to achieve your goal. How much money do you need...
Credit Card Pay off Calculator
Want to pay off your credit card faster?Just fill in some info about your credit card as well as how you'd like to repay it, whether an extra payment amount or in a certain number of months, and we'll provide a monthly payment amount to achieve your goal. How much...
Retirement Planning
How much should you save for Retirement?Fill in some info and our Retirement Savings Calculator will help you determine how much you should save to fund your best retirement life. Tip: Test your retirement assumptions now, and then email your results to yourself so...
Wedding Planner
Find out how your Wedding budget stacks up to your big day's actual costs.Find out how your Wedding budget stacks up to your big day's actual costs.Find out how your Wedding budget stacks up to your big day's actual costs.Find out how your Wedding budget stacks up to...
Net Worth Calculator: What’s your number?
Find out your Net WorthYour Net worth is composed of the total value of things you own (Assets) minus the total value of your outstanding debt (Liabilities). Find out your New Worth by using the calculator below to get a useful component of your financial health.What...