Why BOSSMAKER exists

We built BOSSMAKER Financial GPS for three groups of people who are usually poorly served by the way financial help is offered today.

For clients: clarity without pressure

Too often, finding out where you stand financially comes with a sales conversation attached. BOSSMAKER gives you a real grasp of what you need first. You answer plain questions, see where your money is going, learn where your blindspots are, and get a turn-by-turn plan.

There is no pressure, no upsell, and no closing pitch. If you want to talk with an advisor, you can, at your own discretion, and you decide what they are allowed to see. A Medicare meeting covers Medicare only. Any other topic needs a separate meeting, and only you can ask for it.

For advisors: clients who are ready

Advisors spend a great deal of time on first meetings with people who are not sure what they need. BOSSMAKER sends advisors clients who have already looked at their own picture, know what they want to discuss, and are ready to hold a meaningful conversation.

For employers, churches, and organizations: a stronger base

Leaders want the people they serve to be on firm financial footing. BOSSMAKER gives employers, churches, and community and organizational leaders a platform, under their own name, that helps their members, employees, and congregations become financially literate and empowered.

How we think about your information

Your financial details are yours. We do not sell your information. BOSSMAKER explains what it finds, and you choose whether to share any of it, and with whom. The full details are on our legal and disclosures page.

Who we are

BOSSMAKER is the work of the BOSSMAKER Collective: people who believe good financial planning should be open to everyone, not only the wealthy.

Where to start

Watch the guided tour on the home page, then start your own session. It is free for individuals, and there is no credit card to enter.