How. WE CAN HELP

Finance Just Got Personal

Finding financial solutions through financial education starts here.  Follow these steps and start taking control of your financial future now!

Step 1:
Sign-in to our website.
Once you are a member, sign in using your user ID and password.  Wow. That was easy.
Step 2:
Check out your financialfootprint dashboard.
On your dashboard, you’ll find applications (like our budgeting worksheet) that allow you to schedule and interact with your guide; review notes on text and video content you may have liked; view the most popular topics, blogs, and FAQs for each week; etc.
Step 3:
Schedule an appointment to meet with your Personal Finance Guide.
Your guide will begin a dialogue with you about financial issues relevant to you. Through a series of appointments they:

  • Answer personal finance questions
  • Break down tough financial concepts
  • Conduct research on your behalf
  • Highlight specific content relevant to you
  • Help you start financial planning so that you can move forward confidently

You decide on the mode of communication: web chat, audio or video chat, or phone. Using screen sharing and other technology, you and your Personal Finance Guide can share information and data. To learn how to schedule an appointment, click here.

Step 4:
Use the other resources on our site to manage your finances.

This includes applications to help you get started with budgeting worksheets, student loan repayment calculators, and other tools. Don’t forget we also have a smorgasbord of creatively written financial education content (tutorials, articles, blogs, checklists, FAQs, glossary, etc.) our team of writers have put together to make personal finance a bit easier to digest.

Here’s what’s inside:

  • Auto Loans
  • Banking
  • Budgeting
  • Credit Cards
  • Employee Benefits
  • Financial Aid
  • Insurance Basics
  • Investment Basics
  • Renting

Have a taste of how our content is written here.

How Much Does this Cost?

You can enroll in our service via an Annual Subscription of $120 per year*.  We love our service and hope you do too. But in case you don’t, we provide a money back guarantee policy.  Please see our Terms of Use for more information.

You may ask why we don’t have a monthly pricing option.  We don’t believe that financial management starts and ends after just one month’s time.  Just like getting in shape physically, managing your personal finances requires putting in time and energy.  More importantly it means having someone by your side for the long term to help you as you encounter life’s financial challenges.

*For more details on pricing please see our Terms of Use.