Do you have 10 minutes a month to get your finances in order? Sweet!
FinancialMD gives you step-by-step guidance through all 10 themes of financial planning. We ask you questions, link to your accounts (with our super-secure bank-level security) and take you through some calculators to give you easy, actionable To-Dos specific to YOUR situation.
No note-taking, mumbo-jumbo jargon or finance degree necessary. Your To-Dos live on your To-Do List until you’re ready to tackle 'em. And we’ll remind you what you need to do along the way.
Let's get started.
FinancialMD gives you step-by-step guidance through all 10 themes of financial planning. We ask you questions, link to your accounts (with our super-secure bank-level security) and take you through some calculators to give you easy, actionable To-Dos specific to YOUR situation.
No note-taking, mumbo-jumbo jargon or finance degree necessary. Your To-Dos live on your To-Do List until you’re ready to tackle 'em. And we’ll remind you what you need to do along the way.
Let's get started.
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