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.
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)
List monthly essential expenses
Automatically calculates different savings goals
Updatable as seasons and expenses change
Break up seasonal or annual expenses into monthly savings
Create more predictable and stabilized monthly cash flows
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.)
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