What We Do
Create a Personalized, Simple Plan to Get Ahead
One of the primary ways we’ll help you is by creating an individualized financial plan, tracking your progress throughout that plan, and recommending course corrections every month. We’ll also recommend how much you should spend on different goals each month. We aim to take the guesswork out of trying to reach your dreams, in a way that’s simple to understand and accomplish.
Personalized Financial Plans
Saving and spending priorities are different for everyone. Some people have a lot of debt they want or need to get rid of. Some dream of buying a new car or home. Others just want to build wealth however they can. No matter who you are, HelloWallet will work with you to develop a simple, easy-to-track plan to reach your goals.
Make More with What You Have
No matter what your salary, HelloWallet will help you make more with what you have, and tell you exactly how much you could gain by changing your spending habits. We’ll look at how much you make every month, how much debt you owe, and what your goals are, and then give you suggestions on how to break up your spending each month to make the best use of your money. All of this is automatic–you won’t have to lift a finger.
Automatic Plan Tracking and Updating
Once you have a financial plan, HelloWallet will track your progress and update you when you reach milestones or when you need to change your course. We’re proactive about making sure you’re on track to reach your goals, so you don’t have to worry about it.
Progress and Threat Alerts
HelloWallet will alert you when you reach milestones in your long-term plans, so you know when you’re making progress. We’ll also let you know when and how to adjust your plan when a financial health threat, like dangerous debt levels or missed savings goals, jeopardizes your progress. We’ll tell you how to address threats before they become problems.
