Budgeting shouldn’t be a guessing game, so we provide an ideal budget tool to see exactly what you spend monthly on all categories of spending. We help you by clearly showing how your spending stacks up against the Ideal Budget percentages to build and manage a budget correctly.

Net worth is a tool to help determine if your assets outweigh your debts. Net worth is a great measure because it gives you a place to start and a clear goal you can work towards. Our chart will calculate your individual or family's net worth.

Your Power Percentage® is a special metric that measures healthy financial behavior. It helps users determine whether or not they’re too dependent on their income as they head toward retirement. It’s also a great metric to measure total financial health. This metric will be available via the on-demand reporting and in your quarterly report.

Our proprietary stability assessment determines how financially stable you are right now and helps you understand your relationship with stability. Based on that score, you are put into a group to coach you to a happy financial life.