A Personalized Financial Plan for You

Start making progress towards your financial goals.

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Achieve your financial goals

Four steps to financial freedom

  • 1 Budget Budgeting is the first step in any financial plan. Allocating every dollar that is earned before it is spent will keep you making progress towards your financial goals.
  • 2 Debt A dollar in interest today is actually many dollars had you been able to invest it. Paying down debt (particularly high interest debt) will get you closer to your financial goals than just savings due to the compound effect of (debt) interest and (investment) returns. It should be a priority in every financial plan.
  • 3 Save Savings is key to being prepared for emergencies. While investments are great for long-term goals, savings are great for short-term goals where you cannot afford to lose money in a down market.
  • 4 Invest For long-term goals such as a child's college or your own retirement investing is the way to go. While compound returns do not seem like much in the first few years after some time they will contribute the bulk of the funds for your goal.

Simple and effective financial planning

Goals

Set personal financial goals

Enter financial goals and plans with specific and actionable steps will be created for you. Keep track of progress through daily or weekly emails from WorkPlay401(k).

Budgeting

Budget for now. Save for the future.

A walk-through will create a simple budget for can be refined as much as needed. The daily or weekly digest emails will keep you on budget throughout the month.

Accounts

Track everything

Every account from checking to credit card to retirement can be included in planning. Track transactions and customize with rates of return or interest.

Reports

Comprehensive reporting

WorkPlay401(k) automatically generates comprehensive reports for your budget, spending, debt, and retirement. See where you stand today and where you will be tomorrow.

Calculators

Make changes for the future

Utilizing a variety of calculators you can see where problems lie and what changes are needed to meet your financial goals.

Timeline

The results of planning

Life is what happens between milestones but easily see where you stand financially as you reach the various milestones in your life.

Get in touch

Enter your contact information and we will reach out and explore how WorkPlay401(k) can help you.