You Need A Cash Plan is a standard, teachable way to view and manage everyday money that is also flexible enough to accommodate anyone’s money lifestyle. As such, the software is appropriate for anyone who has or will have an income, including but not necessarily limited to:
High school students who are learning about household finances and how to manage the income they are or will soon be earning.
College students who are living on a limited income and/or the proceeds from a student loan that has to last all semester or year.
Anyone with an income who is looking to live their best life while preparing for retirement.
Retirees looking to maximize their benefit from their retirement income.
Engaged couples who are planning their soon-to-be combined incomes using the Advance Plan feature.
Entrepreneurs who are preparing a business plan for a new small business using the Advance Plan feature.
Financial planners and coaches who are helping their clients get control over their household finances.
Financial advisors who are helping their clients plan their cash flow for the next twelve months.
Banks and credit unions that want to attract and retain customers with a Financial Fitness Mentor program.
Companies that want to foster financial wellness for employees with a Financial Fitness Mentor program.