MoneyGoals gives users control of their own financial lives. Create personalized financial action plans by selecting tasks from categories and setting completion dates on tasks being worked on.
Ask our new virtual chatbot and financial health guru, Rosie, questions, track progress, and celebrate achieving your MoneyGoals!
Financial Goals Made Easy & Attainable
1. Select a category.
2. Pick a task.
3. Set a target completion date, add to your action plan, & talk to your coach!
The action plan is designed by you.
Keep up to speed with what you're working on with the tip of your finger.
Receive motivational text messages when tasks are completed and reminders when you need them.