Local planning worksheet

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PurposeBuilt Starter — $149

Starter Setup

Five short sections and no document uploads. Balances, rates and payments are all we need — your Starter Command Center does the math from there.

Starter is self-service by design

Starter isn't a cheaper version of the custom service — it's a different thing. You organize and track your financial picture yourself, using a system that already knows how to do the math.

Included

  • Template Command Center, ready to use
  • Balances for every account you name
  • Debt tracker with APRs and payments
  • Mathematical payoff scenarios
  • Goal tracking with targets and dates
  • Setup guide and walkthrough video

Not included

  • Bank or credit-card transaction analysis
  • Spending categorization by us
  • A built-for-you custom system
  • The 60-minute Reveal session
  • Ongoing check-ins

Want those? Custom starts at $695.

Starter never asks you to upload a statement. You type in the numbers you already know — no account numbers, no passwords, nothing identifying.

Section 1 of 5
Income and monthly expenses

In Starter you enter your own expense estimates. No transaction ledgers needed.

Income

Monthly expenses you already know

Section 2 of 5
Account balances

Bank, savings, retirement, investments, property and vehicles. Your labels, your numbers.

Section 3 of 5
Debts, rates and payments

Three fields make the payoff math real: balance, APR and required payment. This is the part most budget templates get wrong.

Section 4 of 5
What you're working toward
This gets printed at the top of your Starter Command Center.
Section 5 of 5