PlanTogether: Budget & Plan

Clients who come back. Plans that keep themselves current. One app, two sides of the same plan. PlanTogether by MyFinancialApps is a financial-planning app for life-insurance advisors and their clients: clients get their own budgeting app, and every advisor-client pair works from one live shared plan. IF YOU'RE A CLIENT You join through your advisor's invitation; the plan you build together stays yours between meetings. Your Budget is quick to keep current. Safe-to-Spend is backed by a 12-month cashflow runway, so your tightest point is circled before it lands. Debt Freedom maps Snowball and Avalanche payoff plans, with payoff dates and an extra-payment slider. Set the goals that shape your plan, plus an optional Payday Planner and Cashflow Calendar. IF YOU'RE AN ADVISOR You and each client work one live shared file: every number the client keeps fresh updates the plan you built, instantly. Run a full life-insurance needs analysis from the client's own numbers — income replacement, debts, final expenses, education — and it stays current as those numbers move. Invite each client personally from your dashboard, then open the next review with today's numbers, not last February's. Same app, different login: advisors sign in to the advisor dashboard; clients sign in to their own budget and plan. Support: hello@myfinancialapps.io