Powered By Asset Strategy
Asset Strategy Advisors
Designed for iPhone
Take control of your finances by doing easy things every day to help improve the impact of your money. Don’t know where to start? Don’t worry. Just enter your age and income, and the app instantly gives you a targeted plan. It’s that easy!
With your simple-to-follow target plan, you’ll be able to better oversee your retirement funds, budgeting, emergency savings, and even insurance coverage, right from your phone. Complete weekly and monthly spending challenges designed with guidance and backed by the knowledge and experience of financial professionals. You can even sync bank accounts, credit cards, and loans to get a more accurate view of all your finances in one convenient place.
Your Personal Target Plan:
Everyone’s financial life looks different. When you start using this app, all you have to do is enter your age and income and you’ll instantly get a targeted plan. This plan gives you information to let you know if you’re on or off track in every area of your financial life including:
• Retirement: Track your retirement contributions to help you reach your target retirement savings goal
• Budgeting: Stay focused on your budgeting goals through simple, effective behavioral changes
• Emergency Savings: Prepare for the unknown by saving for essential expenses
• Life Insurance: Understand the amount of coverage you should be working toward according to your income, lifestyle, and family size
• Debt: Learn what is the right amount of debt to carry through goals to decrease your spending so you’re able to pay off debts faster
This app will suggest weekly and monthly challenges like reducing spending in certain lifestyle areas, to help encourage you to make changes that result in real improvement. Seeing your progress is encouraging and helps keep you aware of spending habits that may be keeping you from reaching savings goals faster.
Big Picture Overview:
When you sync your bank accounts, credit cards, and loans to your profile, this app will be able to give you a more detailed target plan that includes your monthly payments, helps track your spending habits and suggests more accurate ways to adjust your budgeting to get you and your finances where you want to be.
- privacy notice link in the login screen
Ratings and Reviews
Data Not Collected
The developer does not collect any data from this app.
Privacy practices may vary, for example, based on the features you use or your age. Learn More
- Asset Strategy Advisors, LLC.
- 44.6 MB
- Requires iOS 11.0 or later.
- iPod touch
- Requires iOS 11.0 or later.
- Requires macOS 11.0 or later and a Mac with Apple M1 chip or later.
English, Arabic, Czech, Danish, Dutch, Finnish, French, German, Hebrew, Hindi, Hungarian, Indonesian, Italian, Japanese, Korean, Malay, Norwegian Bokmål, Polish, Portuguese, Romanian, Russian, Simplified Chinese, Slovak, Spanish, Swedish, Thai, Traditional Chinese, Turkish, Vietnamese
- Age Rating
- © Asset Strategy Advisors 2018