HELP CENTER
BOSSMAKER Help Center & frequently asked questions
Financial Profiles, IRIS™, privacy, advisors, rewards, account support, and platform use.What is BOSSMAKER?
BOSSMAKER is a private Financial GPS platform that helps clients organize their information, receive assessments, and follow a living financial roadmap.
Is this financial advice?
No. BOSSMAKER organizes the information you enter, points out gaps, and lays out the next steps in plain language. It is not personal advice from a licensed professional. When a step calls for one, such as a tax, legal, insurance, or investment decision, the plan says so, and you decide whether to bring one in.
Will this replace my accountant?
No. BOSSMAKER does not keep your books or prepare tax returns. It gives you one clear picture of where your money goes and what needs attention, which makes your next conversation with your accountant or tax preparer shorter and more useful.
What happens to my data?
Your Financial Profile is private to you, and BOSSMAKER does not sell your information. Advisors and BAMA staff cannot see your numbers, documents, or report. If you connect with an advisor, you choose which assessment topics they may see, and you can take that permission back at any time. You can delete your account from your Command Center. The full details are on the Legal and disclosures page.
How long does it take?
About 10 minutes to your very first personalized financial assessment. You can save your Financial Profile and come back as often as you like, and add more detail when you have it. The more you enter, the more complete your report and plan will be.
Is it actually free?
Yes, for individuals. Creating an account, completing your Financial Profile, and downloading your full assessment report and Medicare readiness planner cost nothing, and no credit card is asked for. Organizations that offer BOSSMAKER under their own name pay a monthly subscription; that is separate from individual use.
What if I do not understand my report?
The report starts with a 30-second overview and a 3-minute overview before the detail, and it includes a glossary and definitions of financial terms. Your BAMA can show you where things are in the platform. For what a finding means for your own situation, you can choose to talk with an advisor.
What is a BAMA?
A BOSSMAKER Account Management Assistant guides account activation, onboarding, platform navigation, and support follow-up. A BAMA is not a financial advisor and does not provide legal, tax, investment, insurance, or other licensed professional advice.