Tell us about your current financial situation in a few easy steps. On average, it takes only five minutes to complete your profile and create your own personalized timeline.
You can be confident in your customized plan, knowing that “Intelligent Technology” is behind the entire RoboPlanner® engine. Yes, engine because this platform is not just some mortgage calculator or budgeting tool with pretty pie charts. RoboPlanner® has six patent pending technologies driving the complex algorithms behind the recommendations given.
Your Action List is a monthly to-do list…keeping you on track to achieve ALL your goals. You can filter by Goals, Debts and Protections as well as see which actions you have already completed. Make immediate progress by taking action with the click of a button.
The Rationale feature explains all aspects of the recommendations generated by the RoboPlanner®. And we mean everything–like why a specific product or account is appropriate, how much you need to save for each goal, to pay on each debt, and how much insurance coverage you should have to protect your family.
Our proprietary Money Source feature shows you how you can afford to reach ALL your goals with the resources (assets and cash flow) you have. RoboPlanner® calculates the most efficient way to allocate your money so that you can fund the right account and make payments towards your debt in the shortest possible timeframe.
The CashFinder feature shows you where you can save money within your monthly budget (cash flow) so that you can fund ALL your goals. See which expense categories you can make small adjustments to free up the cash you need for a successful plan.
With the My Achievements feature, you can see what goals you have achieved and look back on what actions you took to reach those goals. Hopefully each success will give you a sense of accomplishment and the confidence to achieve even more goals!
