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Helpful Applications

Welcome to our Helpful Applications page, your go-to destination for a curated collection of valuable resources designed to empower you on your journey to better financial management. Whether you're looking to budget effectively, track expenses, invest wisely, or plan for retirement, we've got you covered. Explore the links below to discover innovative apps and tools that will streamline your financial tasks, enhance your money management skills, and ultimately help you achieve your financial goals. Let's embark on this journey to financial empowerment together!

Financial calculators can help you with budgeting, loans, mortgages, retirement and more. We've gathered all the free tools you need in one place.

Simulate your financial future and chart a course toward your best life.  There is a free version.

Prioritizing investments indicates the appropriate order in which investments go into these accounts.

KLGs Preferred Monthly Cash Flow Management System

This system relies heavily on the 50/30/20 Rule, which categorizes spending and saving.  Once I learned the simple concept, managing my monthly finances and cash flow began to run on auto-pilot.  I no longer had to think about when to pay the utility bill.  I no longer worried about how much spending money I'd personally have each week or month.  Click the link to the left to download.

Navigate your finances with confidence. Track spending, budgets, investments, net worth.

Schedule Your Complimentary
Financial Review

You will receive a comprehensive review of your current financial positioning, and then an advisor will assist you with crafting SMART Financial Goals: short-term and long-term.

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