Personal Financial Strategy provides a managed financial planning service that automates personal finance tracking and categorization. Clients receive a dedicated financial manager who develops and refines a customized strategy using Tiller™ spreadsheets to improve cash flow and achieve savings goals.
Funding
Funding not disclosed
Founders
Product
Problem
Many individuals struggle with effectively tracking their finances, leading to difficulties in managing cash flow and achieving savings goals. This often results from a lack of personalized financial strategy and the time-consuming nature of manual financial organization.
Solution
Personal Financial Strategy offers a managed financial planning service that automates the tracking and categorization of personal finances. Clients are assigned a dedicated financial manager who develops and refines a customized financial strategy using Tiller™ spreadsheets. This approach aims to provide clients with a clear overview of their financial health, improve monthly cash flow, and facilitate the achievement of savings objectives. The service emphasizes data security through bank-grade encryption and ensures clients retain ownership of their financial data.
Target Audience
The service targets individuals seeking professional assistance with personal finance management and employers looking to offer financial wellness benefits to their employees.
Features
- Automated transaction aggregation and categorization via Tiller™ spreadsheets.
- Dedicated personal finance manager for strategy development and ongoing refinement.
- 256-bit AES bank-grade encryption for data security.
- Client ownership of financial data, with data retained upon service cancellation.
- Regular financial reporting and strategy check-ins.
- Referral network for complementary financial services such as investment and tax advice.