MoneyTracks™ takes the guesswork out of financial well-being. Feel empowered to make confident financial choices, plan for the future, and protect your family with our innovative financial guidance and organization system.
How MoneyTracks™ improves your financial health:
• Receive specific actions to improve your finances – We’ll do a deep dive into your financial life to make sure you’re on track with your goals. Based on the information you provide, you’ll receive specific actions to improve your overall financial situation.
• Know where you stand with comprehensive scoring – We’ll provide you with a Financial Health Score, a new metric which takes a holistic look at every area of your finances, including how you feel about your money. We’ve also partnered with SavvyMoney, so you can view your credit score for free at any time, directly in the app.
• Store important documents in the palm of your hand – The MoneyTracks™ Organizer stores everything you need in one secure place. By storing your documents in our app, you’ll always have them with you when you need them most. We use the most advanced digital security features to keep your information safe.
• Tackle your goals with a certified financial coach – Our financial coaches can help you improve your spending habits, manage your emotions, set financial goals and help you accomplish them. By providing a number of certified financial coaches to choose from, you're sure to find the right coach to empower you to meet your goals.
• Protect your financial well-being in an emergency – Through MoneyTracks™, you can collaborate with family, friends, and advisors, so you can share key documents with the click of a button. We recommend adding at least two emergency contacts just in case – but don’t worry, you control the protocol for sharing your information in an emergency.
To find out how MoneyTracks can help you, visit https://www.moneytracksapp.com/.
Aktualisiert am
14.11.2024