What You Get

Is This How You Sometimes Deal With Your Money?

Being confident about everything related to your money can be overwhelming to say the least.  But the ostrich approach is not the best way to manage something as important as your money.  Let MyMoneyTrainer help you!

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What You Get

Money Trainer – Every single member of the MyMoneyTrainer team is completely qualified to be the most important financial relationship you will ever have. Your dedicated Money Trainer will have a bachelor degree (or higher) in finance/economics and/or appropriate financial credentials (CFP®, CFA®, etc.) to ensure they are equipped to serve you well. Additionally, Money Trainers will have a minimum of 5 years experience working in the financial services industry. Every team member is background checked annually, has a credit score review annually, and uses MyMoneyTrainer in their own life (we use our own product…because it works). Additionally, every team member undergos extensive ongoing training each year so they adhere to our high financial planning standards regardless of what position they are in to be sure we are all equipped to help you each and every day. On top of all this, every single member of the MyMoneyTrainer team is fanatically passionate about helping you reach your financial goals.

Assessment Engine – MyMoneyTrainer has developed proprietary assessment tools that help your Money Trainer provide an easy to understand and extremely cost effective solution to help you meet your financial goals. MyMoneyTrainer’s proprietary assessment engine is the most comprehensive financial assessment we know of on the market. It is also the most cost effective and easy to understand tool available to anyone. We use financial planning best practices to assess your income, expenses, debts, assets, insurance and much more. MyMoneyTrainer’s Financial Planner In A Box™ provides a 43 point scoring model to show you areas of focus related to our complete approach. Our assessment engine also reviews your information and provides 38 Double Checks to educate and alert you about things that will impact your financial life. Again, we know of no other tool that comes close to delivering what ours does (and we think you will agree)!

One-On-One Support – Our entire process is designed to assess your situation quickly, provide insight into areas where the most focus is needed, develop goals, update everything as things change, and follow up as needed to ensure you remain on track towards financial success. Our solution will help us get to know you and for you to get to know your Money Trainer. We will work with you to assess your situation and then review the assessment’s results with you. The MyMoneyTrainer solution will educate you and support you as you grow your financial knowledge over your lifetime. Your live, dedicated, one-on-one Money Trainer will be available as often or as little as you need them throughout your financial life. You can meet with your dedicated Money Trainer anytime you need to and on whatever schedule you feel best meets your needs. Your extremely capable and dedicated Money Trainer will meet with you on your schedule in whatever way that works best for you. You call us, we’ll call you, join a conference call, have a video call (our favorite), or meet in person if you live in one of the cities we currently serve locally.

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How Does It Work?

Get Started – You can talk with a live Money Trainer any time in a “Free, No Obligation Consultation” to better understand how we might assist you. Ask as many questions as you have about the process and how it might work best for you. When you are ready to begin your very own dedicated Money Trainer who will work with you to prepare for your “Get To Know You Session” (an initial session that usually last around 30 minutes).

Work Together – You will always have a dedicated Money Trainer who will be your single point of contact and who you will have direct access to while you work with us. You will finish gathering the remaining items identified. Then we will take all your information and run it into our proprietary, comprehensive, assessment engine to produce the most powerful assessment of your financial situation you have ever seen. After you have had time to fully review your completed personalized assessment you can schedule your “Assessment Review Session” (a follow-up session that is included with your service that last between 30 minutes to an hour).

Rinse, Repeat – You can meet with your dedicated Money Trainer anytime you need to and on whatever schedule you feel best meets your needs. Different people have different schedules (yearly, quarterly, monthly, even weekly) that work best for them. Some simply call us when they need some additional help in real time. We are here for you anytime you need us in 30 minute and 60 minute blocks. You only pay for what you need when you need it! We can also update your assessment on a regular basis (most people do this annually at a minimum) to show the progress you are making and to ensure you remain on track over the years as life throws changes your way. Regardless of how you plan to work with us we intend to be well worth the time and money you spend with us. We want to be the most important professional relationship you have.

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Our Complete Approach

Earn It – Earning money is a key component to any successful financial plan. Work with MyMoneyTrainer to plan ways to keep earnings coming in and increasing them as you go and see the dramatic impact either can have. MyMoneyTrainer’s Financial Planner In A Box™ provides a 7 point scoring model to show you areas to focus on with your earnings.

Spend It Wisely – If you never understand the impact of your spending it will never matter how much you save, invest, or earn. Spending is sometimes the area where we have the greatest control and can have the largest impact. MyMoneyTrainer’s Financial Planner In A Box™ provides a 7 point scoring model to show you areas to focus on with your spending.

Save It – One of the most important decisions you can make for your future is to make the decision to save money. It is also the easiest decision in the world to put off. MyMoneyTrainer’s Financial Planner In A Box™ provides a 3 point scoring model to show you areas to focus on with your savings.

Invest It Wisely – Investing is sending your money away in the hopes of seeing it again another day…along will all of its new friends. Investing might be thought to be the hardest of the four areas. In reality you do not need a hot shot stock broker to be a great investor. MyMoneyTrainer’s Financial Planner In A Box™ provides a 9 point scoring model to show you areas to focus on with your investing.

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Pricing

Assessment (Initial and Updates)

We’ve spent a lot of time talking about how great our proprietary assessment engine is.  We also believe it is extremely cost effective and provides a ton of value for the the price you pay.  Typically a fee only financial planner would charge 4 times (and often much more) to try to provide what our assessment provides.  Again, we know of no other tool that comes close to delivering what ours does (and we think you will agree)!

Assessment Price
(Pre-Paid)
Price
(Bill Me)
Includes Get To Know You Session Includes Assessment Review Session
Full Assessment (Income, Expense, Debt and Asset)  MOST POPULAR $297.00 $342.00 30 Minutes 1 Hour
Getting Started Assessment (Income, Expense and Debt) $148.50 $171.00 30 Minutes 1 Hour
Income Assessment $59.00 $69.00 30 Minutes 30 Minutes
Expense Assessment $59.00 $69.00 30 Minutes 30 Minutes
Debt Assessment $59.00 $69.00 30 Minutes 30 Minutes
Asset Assessment $148.50 $171.00 30 Minutes 30 Minutes

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Sessions

Your extremely capable and dedicated Money Trainer will meet with you on your schedule in whatever way that works best for you. You call us, we’ll call you, join a conference call, have a video call (our favorite), or meet in person if you live in one of the cities we currently serve locally.  You can meet with your dedicated Money Trainer anytime you need to and on whatever schedule you feel best meets your needs (daily, weekly, monthly, quarterly, annually…whatever).

Sessions Price
(Pre-Paid)
Price
(Bill Me)
1 Hour Session $99.00 $114.00
1/2 Hour Session $59.00 $69.00

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Additional Fees

Our Money Trainers are available anytime you need them and on whatever schedule you feel best meets your needs.  We do charge an additional session fee for sessions outside normal business hours (outside 7AM-6PM CST).

Additional Fees Price
1 Hour After Hours Session Fee $15.00
1/2 Hour After Hours Session Fee $10.00
Late Payment Fee (After 30 Days) 15%

40% Off Referral Program

The best compliment you can give us is to tell your friends and family about us.  Do it and you will save money!
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Referral Program Discount
Give A Referral Coupon – If a friend you referred to us uses a Referral Coupon you gave them and becomes a client you will receive 40% off your next Session (one coupon per service, no lifetime limit). 40% Off
Use A Referral Coupon – If you use a Referral Coupon from a friend you will receive 40% off your initial Session. 40% Off

Pay It Forward Packages

Are you having a financial crisis?

Do you need help but don’t think you can afford our services right now?  We truly believe in Paying It Forward!  Apply for a MyMoneyTrainer Scholarship and we will try to help!  Once you get on your financial feet you can become a customer for life and even Pay It Forward yourself by providing a MyMoneyTrainer Scholarship for someone else in need.

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Would you like to help someone in a financial crisis?

MyMoneyTrainer regularly helps people pro-bono.  It is a part of our mission and vision.  We can help even more people with your support.  Pay It Forward by giving a MyMoneyTrainer Scholarship!

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Help someone you know!

Do you know someone who needs help with their finances?  Many times it is a very awkward situation for you to get directly involved.  Would you like to give the gift of financial planning to a loved one (a parent, newlyweds, new graduates, children, employees).  Purchase a Pay It Forward Package and we’ll give you a gift certificate you can provide them.  Then you can trust they will get the same great services each of our clients receive.

Pay It Forward Packages Price
(Pre-Paid)
Includes Get To Know You Session Includes Assessment Review Session
MyMoneyTrainer Scholarship (Varies) Varies 30 Minutes Varies
New Graduate (Income, Expense and Debt) $148.50 30 Minutes 1 Hour
Parent (Full Assessment) $297.00 30 Minutes 1 Hour
Newlywed (Full Assessment) $297.00 30 Minutes 1 Hour
Employee Benefit (Full Assessment) $297.00 30 Minutes 1 Hour
Help Us Help You (Full Assessment) $297.00 30 Minutes 1 Hour
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