This Generational Wealth Builder tool is designed to help families and individuals plan for long-term wealth accumulation that can be passed down through generations. It…

Family Finance Coordinator Family Finance Coordinator Family Member Name: Monthly Income ($): Monthly Housing Cost ($): Monthly Groceries Cost ($): Monthly Transportation Cost ($): Monthly…

Personal Inflation Tracker Personal Inflation Tracker Monthly Housing Cost ($): Monthly Groceries Cost ($): Monthly Transportation Cost ($): Monthly Healthcare Cost ($): Monthly Entertainment Cost…

Inflation Impact Simulator Inflation Impact Simulator Initial Amount of Money ($): Expected Annual Inflation Rate (%): Expected Annual Investment Growth Rate (%): Number of Years:…

Green Investment Portfolio Builder Green Investment Portfolio Builder What is your monthly income? What is your primary investment goal? Select your goalSave for RetirementSave for…

Financial Anxiety Reduction Tool Financial Anxiety Reduction Tool How would you rate your current level of financial anxiety? Select your anxiety levelLowModerateHigh What are your…

Income Diversification Planner Income Diversification Planner What is your monthly income? What is your risk tolerance? Select your risk toleranceLowModerateHigh How many years do you…

Enhanced Micro-Investment Advisor Enhanced Micro-Investment Advisor What is your monthly income? What is your risk tolerance? Select your risk toleranceLowModerateHigh What is your micro-investment goal?…

Enhanced Financial Habit Builder Enhanced Financial Habit Builder What is your primary financial goal? Select your goalBuild an Emergency FundCreate and Stick to a BudgetPay…

Enhanced Social Security Strategy Planner Enhanced Social Security Strategy Planner What is your current age? At what age do you plan to retire? What is…