For organizations and advisors
Find the blindspots. Build the strategy. Create the future. Offer every client, member, employee or congregant a private financial assessment and turn-by-turn plan, under your own name if you choose.
If you run the business and keep the books, your personal and business finances are tied together. BOSSMAKER looks at both, so you can see where the business really stands and what it means for your household. Offer it to your employees too.
Offer your members, congregation, or employees a private financial planning tool under your own name, and help the people you serve become financially literate and empowered. Members' numbers stay private to them.
Tax offices, CPA firms, insurance agencies and advisory firms can run the Financial GPS under their own brand, with their own enrollment link and client roster.
Meet clients who have already looked at their own numbers and know what they want to discuss. Clients choose the advisor, so there are no lead lists and no cold calls. Founding advisors list free.
Apply as a founding advisorGive your employer groups a financial wellness benefit while the employer relationships stay yours, and employees' financial details stay private.
If your employer, church, or advisor gave you a code or a link, use it when you create your account and you will join their roster.
$99 a month
Plus a fee for each client who activates an account ($10 each for the first 50, $7 each for clients 51-250, and $5 each above 250). Churches and nonprofits get 25% off client fees, with proof of status.
From $599 a month
20 client households and full reports included.
Founders' pricing. Every plan starts with a 30-day free trial, with a step-by-step quick-start guide for setup and client invitations. A one-time setup fee of $150 to $1,500 applies. Your card is taken at signup and charged when the trial ends; cancel before then and you pay nothing.
Examples of the findings and plan a session produces. These are illustrations, not real members.
Found: Members asking for budgeting and retirement help, with no private way to offer it.