If you don't find the answer to the questions you have, please contact us at firstname.lastname@example.org.
Q. What does The Financial Wellness Group do?
A: The Financial Wellness Group strengthens individuals and families financially. We have created a system built around our proprietary principles that is easy to implement yet produces powerful results.
A: Yes, We have a complete offering that provides Financial Wellness training for your employees via the web 24/7, access to The Money Planner web based system, a personal copy for each employee of “The 4 Laws of Financial Prosperity” book and 9 weeks of email tutoring and unlimited email support to The Money Planner online system.
A: The annual site license fee is very affordable and is based on the number of employees you have. For a quote contact us at 1-800-245-6283 or email@example.com
A: Created by top educators and financial professionals, The Money Planner system can help you permanently get out of debt and on the path to stress-free prosperity-all with the money you're currently earning.
The Money Planner system is built on the foundation of "Natural Learning" and consists of The Money Planner Guidebook, The Money Planner seven week training series, “The 4 Laws of Financial Prosperity” book, and The Money Planner Online, the most uncomplicated, comprehensive interactive online tool for reaching debt free prosperity.
There are four critical principles that most people, who are financially successful, understand and live by. They are the principles of Track, Target, Trim and Train that are taught in The Money Planner system.
A: We all learn in different wayssome by listening, others by reading, and some may want a hands-on approach to learning. The Money Planner(R) integrates learning by reading, listening, interacting, discussing, and writing in order to involve the student-not only in learning with their heads, but also changing their behavior and establishing the natural, money-healthy habits that lead to prosperity.
A: The Money Planner Online has been designed and developed for ease of use, with no accounting background needed. It's easy to get started because all of the initial setup has been done for you. The Money Planner Online can be accessed from any computer that has Internet access, making it possible for you to stay up-to-date on your finances from home, work, or on the road.
The Money Planner Online walks you through the essential principles of Track, Target, Trim, and Train assisting you in better directing your finances in order to achieve your highest financial priorities.
Q: What if I'm a financial professional and want to use The Money Planner(R) Online to better assist my clients in managing their finances and funding their financial goals?
A: The Money Planner Online is available to financial professionals for use in better servicing their clients. For more information on our Financial Professional Program, please contact us at firstname.lastname@example.org
A: In addition to The Financial Wellness training offered to companies for employees we do offer live company training. For more information on company training, please contact us at email@example.com
A: Yes, as long as you have tracked and entered your tax related transactions during the year, the information you or your CPA will need to prepare your taxes will be available at your fingertips, saving you time and money.
A: All pages in The Money Planner Online and Knock Out Your Debt applications and on The Money Planner(R) web site where you provide personal information, are protected using Secure Socket Layer (SSL) encryption. SSL codes information transferred between you and the server and renders it unreadable to anyone intercepting the information. Use of all data within The Money Planner Online is password secured and protected. Receipt of your application request will be confirmed online within our secure server. For more information on our security, please visit our Security page.
A: No, since The Money Planner(R) Online is accessed through the Internet it can be accessed from any computer with Internet capability, thus giving you the ability to manage your finances from anywhere. Simply connect to the Internet from any computer and log in using your User ID and Password.
A: While it's impossible to test all browsers, we have made every attempt to accommodate most browsers.
A: The Money Planner Online is $9.95 a month for individuals. Additional discounts are applied by prepaying for additional months of service. If you belong to a company that offers the service to their employees as part of The Financial Wellness Training it is paid through a annual site license which includes additional training for the employees.
A: The Money Planner Online enables you to track up to 10 businesses and/or personal entities. Entities are names of individuals and/or small businesses for which financial activity will be tracked using The Money Planner Online.
A: Online help, which is available on every page of The Money Planner Online, can answer most of your questions. In addition, you can also email us with your questions at firstname.lastname@example.org and a customer service representative will respond via email.
A: Cash can easily be tracked using The Money Planner Online. You can monitor how much cash you have received, where it has been spent and how much cash should be left in your pocket. Cash management is one of the many outstanding features of The Money Planner Online. You may be amazed at the amount of cash that is slipping through the cracks!
A: All data for the current calendar year plus all data for the previous two years will be retained for your use on The Money Planner Online.
A: To cancel your service, log in to the system and click on the "Terms of Service" link at the bottom of any of the pages. Scroll down to the Termination section of the Terms of Service and click on the "cancel service" link to process your request. A cancellation confirmation will be sent back to you via e-mail.
Note: Upon cancellation, no refunds are issued for any service month(s) previously paid for but not used.
A: If you forget your User ID and Password, go to the Member Login screen for The Money Planner(R) Online and select "Forget Your User ID or Password?". You will be asked to enter your email address and the security information that you set up when you enrolled. Upon verifying your information for authenticity, your User ID and Password will be sent to your e-mail address.
A: You do not have to be a member to purchase products and some services from The Financial Wellness Group. To purchase an item or service, go to the Shopping page and select the items you wish to purchase.
A: The Financial Wellness Group is not in the business to sell securities or to give investment advice. We suggest you seek the advice of licensed financial professionals to assist you with your investment needs.
A: With The Money Planner Online, it's amazingly simple to manage the finances for your small home-based business. You can monitor and manage your business while separating its transactions from your personal transactions. The Money Planner Online enables you to track multiple businesses that you may be involved in. You can now enjoy the benefits of daily control and being prepared at tax time, with very little effort.
A: Mileage is easy to document using The Money Planner Online. You simply record the miles traveled by using the business account code. You can also track other mileage accounts such as education and charity mileage.