Real-Time Financial Data to Help You Plan Wisely
Financial Moxie’s financial planning dashboard gives it’s clients an at-a-glance aggregated view of their overall financial status, saving and spending habits. All in a “real time” format!
LEARN MORE about this financial planning tool by diving into the Part 1 – Part 10 Overviews below. These overviews will provide you with a details on how our financial planning dashboard works and how it can benefit your overall financial health long term. If you are interested in finding out more about how Financial Moxie’s Advisors can help you plan for a solid financial future, request a complimentary consultation below.
Part 1 – Overview of Dashboard
Part 2 – Personalizing Your Dashboard
Part 3 – Monitoring Your Income, Expenses and Savings in Real-Time
Part 4 – Viewing Your Income and Expenses in One Place
Part 5 – Easy Budget Set Up
Part 6 – Tracking Monthly Expenses
Part 7 – Personalizing Budget to Meet Your Need
Part 8 – Budget and Transactions Summary
Part 9 – Paying Attention to Your Investments
Part 10 – Snapshot of Advanced Financial Planning
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