Web-Based Tools

Please contact us for demonstrations of either of the two web models described!

Money Management and Debt Elimination

We have a breakthrough web tool that:

- Will help your employees determine "where they stand" with their monthly finances -- quickly, confidentially, and without tedious, detailed bookkeeping.
- Generates a complete roadmap employing a simple, easy-to-use system for living and staying within one's available means, eliminating debts, and increasing savings.
- Helps them target spending reductions that will directly lead to either faster elimination of debts or saving more money for future needs.
- Provides rich online help and guidance, plus a "contact us" link for specific questions.
- Enables employees who use it to save information online, so they can revise and update it later as conditions change.
- Enables employees who use it to create several "what if" examples to evaluate the potential impact of different financial choices.

Retirement (CUSTOMIZED!)

Our unique and customized retirement planning tool:

- Is tailored to the specific provisions of your company's "retirement package" (pension, cash balance, 401(k), etc).
- Enables employees to estimate, within a wide range of reasonable assumptions, how much they need to save as a percentage of their income to retire at a comparable standard of living.
- Provides rich online help and guidance, plus a "contact us" link for specific questions.
- Enables employees who use it to save information online, so they can revise and update it later as conditions or expectations change.
- Enables employees who use it to create several "what if" examples to look at the potential impact of differing expectations as to retirement age, the status of Social Security, and many other variables.