Planbay

This is the best financial planning resource I have ever used. One of my first thoughts was that I wish it were a required course for middle school/high school students, but at the same time I wouldn't have blinked if it was a college course that cost over $1,000. It's that good and explained that well.

I loved how relatable the author is. She is calm and easy to listen to, like a friend who just happens to be a professionally trained financial planner. I like that the worksheets called us out on a lot of things we had been blind too. Now we have a plan and are excited to get going!”

“We’ve always been wary of managing our money well but have constantly been battling the fear that there were other things we were missing. Insurance? What about our investment options? How do you know what you don’t know?! This class filled in the gaps in our plan and answered so many of our questions. Also, we loved doing the long term thinking about what kind of future we want to create. The discussions and worksheets brought us so much closer as a couple and were really a lot of fun (though certainly an experience in growth and stretching!) Thank you!!”

Like a compass, this course masterfully points clearly to the fundemental thinking and goals every great financial plan needs.

Fantastic resource! I’ve recommended it to all of my family and friends. I have read lots of financial books and this is one of the best - it’s so clear and concise!