Using our proprietary Money Mindset process, you’ll respond to a few brief, fun statements about money and spending. The information we receive will be used to help create your custom spending plan. The goal is a financially responsible plan that maximizes your happiness!
Spend in Your Sweet Spot
Spending within the sweet spot range means you have found balance. You are spending optimally for both personal enjoyment and financial health. If your spending is in the blue range, you are under target but missing out on some things you really enjoy. If you’re in the pink, try to cut back on your spending in that category for a while.