Tracking Tools

See where your money is going and set a plan for the future.

Financial Positions

Give your clients clarity on everything they own and everything they owe. A good boss should know who’s working hard to make the company money and who’s dragging the team down. Likewise, smart investors like your clients should know which dollars are working hard for them and which dollars are lazy. The Financial Position is designed to your user clarity on their assets (everything they own) and their liabilities (everything they owe) at a given point in time. However, this isn’t just about calculating a net worth, the purpose is to give your clients the information they need to get their money aligned with their vision.

Jared Prevost

Co-Founder

Cash Flows

Identify the cash coming into, and out of, your client’s wallet over a period of time. Money tends to be a bit like water; if its container is not sealed tight, the money will leak out quickly. For your clients, It’s nearly impossible to align their spending with their values if you and your client don’t know what money is coming in and what money is going out. Frequently, a lack of clarity of income and expenses leads to spending being out of line with one’s goals. The Cash Flow Tracking Tool is designed to provide you and your client with perfect insight into their income and spending over a period of time. However, this isn’t just about increasing income and decreasing expenses, it’s about making sure your clients have the right expenses in their life.

Jared Prevost

Co-Founder

Spending Plans

A spending plan for your clients with clear priorities; pay yourself first, then essential expenses, then lifestyle expenses. Empower your clients with a plan that is designed to align their spending with their values and prevent overspending. The Prioritized Spending Plan Tracking Tool is designed to give you and your client an effective way to strategize spending for a time period in the future. Typically, this ends up being a monthly plan, however, you and your clients have the freedom to make a spending plan for any future period of time.

Jared Prevost

Co-Founder