What's on screen: No spreadsheet. No re-typing their numbers. No more texting back and forth. One file you both plan from. Invite. Budget. Plan. Invite your client using their name and email address. Your invitation's here. Their goals, picked by them. They build their own budget, in about 5 minutes. Left over every month: that surplus is where every plan starts. One file you both plan from. Their own budgeting app: At a glance, Debt Freedom, Household Budget, Payday Planner and Cashflow Calendar. Nothing gets keyed twice. Built for financial professionals and their clients: advisors, accountants, bookkeepers, tax preparers, money coaches, mortgage agents and real estate agents. One file you both plan from. myfinancialapps.io. Works alongside the software you already use. On iOS and Android.

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