Financial Coaching Resources

The following custom-developed tools are included in the financial coaching program.  

To learn more, fill out the consultation from at the bottom of the home page.

Cost Tracking and Budgeting 

Set monthly budgets with customizable categories

Record expense information (date, merchant, cost, budget category, notes)

Budget will automatically update to inform you of financial status

Shareable between multiple users

Accessible on any device (phone, tablet, computer)

Emergency Fund

List monthly essential expenses

Automatically calculates different savings goals

Updatable as seasons and expenses change

Dedicated Savings

Break up seasonal or annual expenses into monthly savings

Create more predictable and stabilized monthly cash flows

Tax Estimator

Calculate annual taxes owed (Self-Employment, Federal Income, State Income)

Determine quarterly Estimated Tax payments

Track payments made

Update throughout the year according to actuals (income, housing allowance, etc.)

Minster's Housing Allowance (MHA)

Breaks up the different financial categories of the MHA

Budget different expenses to create your MHA request each year

Track actual expenses throughout the year

Use last year's actuals to create next year's budget and request