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MoneyLife® Planner™

Ready to get a handle on
your finances?

The MoneyLife® Planner™ will help you hit the ground running by assessing where you are, showing you where you need to go, and helping you develop a plan you can stick with!

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  • Take the MoneyLife® Indicator™

    Take the MoneyLife® Indicator™

    How's your financial health? This quick assessment takes your pulse and helps you identify potential problem areas.

  • Begin a New MoneyLife® Budget™

    Begin a New
    MoneyLife® Budget™

    Answer some simple questions about your income and spending habits, and a MoneyLife® Budget™ will help you bridge the gap from where you are to where you want to be.

  • Access Online Resources

    Access Online Resources

    Here you'll find calculators, worksheets, and a library of articles to assist you with your personal financial planning.

  • Work with an Existing MoneyLife® Budget™

    Work with an Existing MoneyLife® Budget™

    Continue with a MoneyLife® Budget™ you've already started or make adjustments to an existing spending plan.

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