Setting a budget that actually works is not such an easy thing to do. To create a steady financial plan for a year, or even a month, you need to keep a record of your transactions, have a clear picture of your spending habits and determine your financial goals for a given period. That's the stage in which people struggle the most and usually the point when they decide to either hire a professional to help them get their finances in order or give up.

We created a clear-cut financial planner that includes a variety of tools to help you organize, monitor, and plan any action. The planner itself is highly customizable, and you can choose which sections you want to use, instead of going through a bunch of irrelevant options to get to those you need. We had experienced financial advisors working with us on this project, and they gave us invaluable inputs that made all the difference between other financial planners and us.