CBB Advisor

Keeping track of your money is a juggling act. “How do I create a budget that actually works for me?” “Should I be saving more?” “Do I have enough insurance?” “How does my debt affect everything?” and most importantly, “How can I figure out how to make this all fit together without getting confused, frustrated and just giving up?” Most of us don’t have access to have a team of advisors working together to help manage all of this. Before CBB Advisor, we were simply out of luck.

CBB Advisor puts your entire financial picture right at your finger tips. Our powerful, yet easy-to-use app empowers you put together the most important pieces of your financial puzzle. Never before has it been so easy to be your own financial advisor. Everything ties together, everything is in focus. For the first time, everyone can participate.

KNOW YOUR SCORE
With the exclusive MoreScore system, you will know exactly where your entire financial picture stands with one, easy to understand number. What makes MoreScore truly unique is that it does not measure your wealth or income, rather how efficiently you are managing the resources at your disposal. Finally, you will have a meaningful way to measure your financial success.

GET YOUR PLAN
CBB Advisor will provide you with advice specific to your situation, so you know exactly what steps you need to take to improve it. Our straight forward guidance will take the guess work out of managing your money

TRACK YOUR SPENDING:
We all know that budgeting is important, but we also know it can be cumbersome. CBB Advisor breaks down your spending into 2 categories; your needs and your wants. All you have to do is track it accordingly. What could be easier?

MONITOR YOUR DEBT:
Get an up to the minute picture of your debt situation. CBB Advisor allows you to see what your debt is comprised of so you can make smart decisions about how to manage it.

SIMPLIFY SAVINGS
CBB Advisor will help you meet meet your most important savings goals. You are provided with a suggested emergency savings fund so you aren’t caught off guard by unexpected expenses or the loss of a job. The app will also provide you with a savings target that will put you in a good position to meet your goals of financial freedom.

ENSURE YOUR INSURANCE IS RIGHT FOR YOU
Insurance isn’t always fun to think about, but it’s important that we all have the right coverage to protect us from disaster. CBB Advisor helps you understand what types of insurance are most important to your financial health. You will be provided with a recommended level of coverage when appropriate so you don’t have to guess if you have enough protection.

SEE IT ALL:
There is no need to meticulously enter and update all of your financial information. Safely and securely link your various financial accounts to CBB Advisor and see everything in one place. If you use 1Password, our powerful integration makes this process easier than ever.

Use of this app is subject to Linqto, Inc. Terms of Use (www.linqto.com).