The Only Money Coaching Software Platform that Is Accessible Anytime and Anywhere

B.G.W. Money Coach Masters offer a PROVEN and Unique Cloud-Based Software Platform to support the money coaching interaction between Certified Money Coach and their clients. The Platform has three distinct applications that integrate securely.

This Money Coach Client Application (MCA) Has Two Core Functions.

As a client, you can use the Money Coach Client Application for FREE. Here is what the application can do at a glance:

  • Set and manage your goals
  • Manage all your finances in one place
  • Define your wants and needs
  • Align your cash flow with your life goals
  • Do a ‘what if’ analysis on key areas of your finance: debt analysis, mortgage analysis, expense analysis, income expense analysis, cash flow analysis and net worth analysis,
  • Become debt free in record time, including your mortgage
  • Create, manage and monitor your balanced family budget
  • Manage your payables and receivables
  • Take charge of your finances, save for the future and become friends with your money
  • Manage your cash flow and net worth
  • Reconcile your bank credit card accounts
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Money Coach Master Software Application

This Money Coach Master Application (MCM) has three core functions for the Money Coach:

  • Brand your business
  • Cash flow and debt elimination planning software
  • Data and Plan Exchange with the Money Coach Client Application

This Money Coach Master Software Application empowers you, as a Money Coach to personalize financial plans for clients. The PLAN integrates your clients’ goals, incomes, expenses, liabilities, mortgages, investments and insurance into a comprehensive financial plan to help you:

  • Achieve your life goals
  • Create, implement and maintain a balanced budget
  • Improve cash flow
  • Conduct ‘what if’ analyses by exploring various debt elimination and cash flow scenarios
  • Improve strategies before implementing them
  • Create and maintain a debt elimination plan
  • Create and manage a mortgage plan
  • Create significant retirement income and wealth
Money Coach Master Application

The Money Coach and Client Data Exchange Link

The Data Exchange feature of the software takes place over a secured channel and has major benefits to your money coaching business. Here are a few of the benefits:

  • Eliminates the data entry of your client data
  • Gives you unlimited clients and exchange of plans with your clients
  • Saves you travel time
  • Enables you to PROXY into your clients’ accounts to provide first hand support (client consent is required)
  • Allows you to stay in touch with your clients to ensure their success
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