Savings Planning

Start saving on purpose — not by accident.
Most people want to save more, but life keeps getting in the way. We help you create a realistic savings plan built around your actual income, bills, goals, and timeline. This isn’t a guilt trip — it’s a game plan. Whether you’re trying to build an emergency fund, take a vacation, or just stop living paycheck to paycheck, we’ll walk you through it step by step.

Book Your Free 15-Minute Consultation

What This Service Covers

Smart savings, built around real life.

Our Coordinators help you take control of your savings — not just your spending. We focus on:

Building a customized savings target and timeline
Choosing the right savings method (fixed, percentage, or triggered)
Identifying wasted dollars you can reroute to savings
Setting up automatic transfers or banking tools
Tracking monthly progress in your Everyday Help dashboard
Helping you choose a savings priority: emergency fund, vacation, new car, gifts, back-to-school, holiday, etc.

This service is tailored to your reality — no shaming, just progress.

Why It Matters:

Because most Americans don’t have enough savings to survive a $400 emergency.
Savings isn’t just about discipline — it’s about systems. With our help, you’ll stop guessing and start stacking. Studies show people are 10x more likely to reach a savings goal when they use structured reminders, real-life coaching, and visible progress. That’s exactly what we offer.

How It Works:

Once your Coordinator understands your budget and spending habits, they’ll help you:

Identify your savings goals and timeline
Choose the right amount and frequency
Automate it or build a manual plan that fits your lifestyle
Track your success using simple monthly reviews

We don’t control your money — we coach you to take control of it.

Bundling And Discounts:

The Savings Planning service is one of our most powerful offerings, but it works even better when combined with:

Savings Planning
Debt Payoff Strategy
Car Buying Prep
Home Buying Prep
Credit Coaching

Ask your Financial Coordinator how to Stack Your Savings with bundled services.

We apply custom discounts based on your needs, not cookie-cutter pricing.

Talk To Your Financial Coordinator

Want to make sure your savings are building your financial future? Let’s talk.

During your free 15-minute consultation, just mention “Savings Planning.”
We’ll explain the process, show you bundling options, and help you get started.

Schedule Now or if you are already a client, just let your Financial Coordinator know you’re ready.

Schedule Your Free 15-Minute Consultation

Frequently Asked Questions

Q: How much should I be saving each month?

That depends on your income, goals, and fixed expenses. We'll help you find a realistic number, even if it's just $5/week to start

Q: I live paycheck to paycheck. Can I still save?

Absolutely. Many of our clients start with small goals. We'll find creative ways to save without making you feel squeezed.

Q: Will this connect to my bank account?

No. We don't need your logins. We work with you to set up transfers or plans through your own bank, safely and privately

Q: Can I set up multiple savings goals at once?

Yes! Your Financial Coordinator can help you divide your goals, like holiday, travel, or emergency funds, into manageable chunks.