• Budgeting

    69% of households have less than $1,000 in emergency savings and 34% of all Americans have $0 in savings.

    ~Forbes

  • Net-Worth

    The median Net-worth for Americans under 35 is $39,040. The Median for all Americans is $192,900. 

    Meanwhile, the median home is worth $420,800. Leaving most of us less valuable than one typical house...

    ~Federal Reserve Bank

  • Profit & Loss Statement

    82% of businesses that fail do so because of cash flow problems & half of American adults do not understand basic financial documents.

    ~U.S. Chamber of Commerce

  • Retirement

    50% of women and 47% of men at retirement age have no retirement savings.

    Less than 10% have $1,000,000 saved, which still is not enough to live when compared to the present life expectancy.

    ~U.S. Census

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  • Current Financial Picture

    • Gain Clear Insight Into Your Finances
    • Stay Aligned With Financial Goals
    • Track Annual Expenses Precisely
    • Save To Demolish Debt & Invest
    • Budget Properly for Casual Spending
  • Net Worth Growth

    • Monitor Net Worth Fluctuations
    • Effectively Track Influences
    • Detailed Asset Valuation
    • Precise Liability Balance
    • Visualize Percentage & Dollar Changes
  • Increasing Income - P&L

    • Summarize Revenue, Cost, Expenses
    • Compare P&L Periodically to Grow
    • Assess Profitability Pre-Launch
    • Use for Investment or Business Sale
    • Identify Cost-Saving Opportunities & Optimizing Revenues to Boost Profitability
  • Millionaire Retirement - 401(k) Projector

    • Calculate Your Projected Retirement
    • View Yearly Estimated Balances
    • Fine-Tune Contributions
    • Strategize for Prosperous Retirement
    • Secure Your Legacy for Future Generations


  • Millionaire Retirement - IRA Comparison & Estimation

    • Evaluate Both IRA Choices
    • Plan Your Retirement Fund Growth
    • Check Yearly Balance Projections
    • Adjust Contributions for Efficiency
    • Strategize for a Successful Retirement

Unlock Your Wealthy Self

There are no tricks, secrets, or hacks to revolutionizing your relationship with money. Truth is you must have an accurate, clear picture of the important areas of your finances, genuinely want to improve them, and take a new and well-informed approach.