Money
The plan, the tools that feed it, and the guides for when the why matters.
Your money plan
Four chapters, filled from whatever you have entered in the tools below. Where you stand, where you're headed, what protects you, what to do next. Print it and hand it across a desk.
Your money plan
built from what you enter · stays on this phone
- 1
Where you stand
This month, in and out, and the eight weeks aheadnot entered yet
- 2
Where you're headed
Savings goals, the debt plan, net worthnot entered yet
- 3
What protects you
A cushion, and what filing unlocksnot entered yet
- 4
What to do next
What usually helps, from what you enterednot entered yet
The tools
Each one works from what you enter, and feeds the plan.
- Build your plan Nine questions, projected year by year
- Budget This month, in and out
- The next eight weeks Does the money last until payday?
- Debt planner What an extra payment buys
- Savings tracker Goals, and the pace you are on
- Net worth What you own, minus what you owe
- Am I owed money? What unfiled years are worth
- Letters to ask for it Tax clinic, NIHB, Jordan's Principle
- Benefits finder Six questions, what may apply
- Section 87 checker Is your income exempt?
- Tax estimator What a year of income costs
- Carry cards What to say at the counter
- What if Your plan against one change
- Distribution planner A per-cap, planned in minutes
- Settlement simulator A trust, over generations
- Life simulator Move, study, change jobs
- Financial calendar The dates that matter this year
The why
Plain-language guides, a few minutes each. Financial Foundations runs them in order.