A clear picture of where the money goes
You answer guided questions about income, spending, debt, and coverage. The session pulls those answers into one view, so you can see what comes in, what goes out, and what is left.
Know where you stand financially. Finally.
Find the blindspots. Build the strategy. Create the future. BOSSMAKER Financial GPS walks your household through where the money goes, what is missing, and a turn-by-turn plan: the kind of planning once reserved for millionaires.
Start free
No credit card. About 10 minutes to your first personalized financial assessment.
What you get
The blindspots it found
The assessment points out the gaps that are easy to miss in everyday life: thin cash reserves, costly debt, missing protection, and decisions that have been put off.
A turn-by-turn plan
You get the next steps in order, most important first, with dollar amounts and timing. When a step needs a licensed professional, the plan says so, and you decide whether to bring one in.
What it costs
Start
Free
Your financial assessment and Essential Report online, with the Medicare readiness planner included. No credit card. A free account stays open 30 days.
Your full report
$99
About 35 pages: the blindspots the assessment found and your turn-by-turn plan, ready to print or bring to an advisor. Keeps your account open 6 more months. Or download the Essential Report for $49.
Stay a member
$10 a month
Keep your assessment, update it as life changes, and watch the blindspots close.
Your numbers stay yours
- Your financial information is private. Nothing is shared with an advisor unless you choose to share it.
- No one will call you. You decide if and when to talk with a professional.
- When an answer looks off, the report says so and asks you to check it. It never fills in a number to make the picture look better.
Own a business? Include it.
If you run a small business, your household and the business share the same money. Add the business to your assessment and the report looks at both.
What a session can turn up
Examples of the findings and plan a session produces. These are illustrations, not real members.
Found: Three months of emergency savings instead of six, and no plan for Medicare at 65.
- Build cash reserves to six months before adding to investments
- Put the Medicare enrollment window on the calendar
- Review life insurance once the mortgage is paid off
Found: Personal and business spending running through the same account, and a high-interest card carrying payroll gaps.
- Open a separate business account and pay herself a set amount
- Pay down the highest-rate card first
- Set aside a monthly amount for quarterly taxes
Built for everyday households, not accountants. This is a planning tool, not tax software.
BOSSMAKER is new. Early access is open now.
The BOSSMAKER Collective
BOSSMAKER exists so clients can get a real grasp of what they need financially, with no pressure, no upsell, and no closing pitch, and reach an advisor only when they choose to.
It gives advisors clients who already know what they need and are ready for a meaningful conversation, and it gives employers, churches, and community leaders a platform to help the people they serve become financially literate and empowered.