What is a Spending Planner?

Regain control of your finances.

A Spending Planner is a teacher and mentor who will partner with you to develop a tailored plan (a Spending Plan) to manage your spending. They are there to teach you how to deal with your everyday money issues and to keep you accountable.


A Spending Planner is different from others who “help you do a budget”.


We care about our clients, which is why we will support you through the entire process, while keeping you on track if you should run into any difficulties. We understand that a change in any habit can be difficult, especially where our financial lives are involved, which is why we will walk with you every step of the way until you have achieved the success you seek.


Spending Planner will help you regain control of your financial life. Your spending plan will let your see your financial information at a single glance and

  • Show you a clear picture of where you stand financially
  • Give a daily bank account balance target
  • Limit discretionary spending
  • Teaching you how to save for a rainy day and specific goals
  • Help you pay off debt with our “what if” calculations

A Spending Plan isn’t complicated. Its like having a GPS for your money:
you put in your financial “destination” and it will guide you from where you are now to where you want to be financially – and even show you where the “traffic jams” are along the way.

What makes a Spending Plan work is:

  • Time – One of the most important factors when designing your budget. You will be able to determine the due date on all your bills and compare it to the date in which you receive your income. This allows for planning up to 10 years into the future.
  • Control – You control your own money, not us. We DO NOT take your money and pay your bills for you. We teach you how to do this for yourself.This means you won’t have to pay any large fees for someone to do it for you.
  • Stress-free – We provide the tools, education and individual support you need to successfully control your money, which in turn will relieve the grief that financial problems can cause.
  • Access – You can access your plan from any device that is connected to the internet.
  • All our experience at your disposal – Our services and software have grown from 20 years of solid experience helping over 30,000 people solve their day to day money challenges.

A Spending Planner will help you to spend according to your Values and Priorities and guide you on how to meet those Financial Goals.

Request a Consultation

The time to regain control of your financial life is now! So contact us to start your journey to financial success.