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my Money Page

Build your financial plan online, set your goals, manage your budget and track your net worth all in one place

Build your financial plan online, set your goals, manage your budget and track your net worth all in one place

my Money Page

by Gerber Kawasaki
my Money Page
my Money Page
Apple Watch
my Money Page Apple Watch App
my Money Page Offers Apple Watch App
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What is it about?

Build your financial plan online, set your goals, manage your budget and track your net worth all in one place. Get the news and market information as well as exclusive content to keep you informed. The best part is that you always have the help of a licensed financial advisor whenever you need it.

App Details

Version
1.3
Rating
(31)
Size
40Mb
Genre
Finance Education
Last updated
October 13, 2018
Release date
August 26, 2014
More info

App Screenshots

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App Store Description

Build your financial plan online, set your goals, manage your budget and track your net worth all in one place. Get the news and market information as well as exclusive content to keep you informed. The best part is that you always have the help of a licensed financial advisor whenever you need it.

Get all the information you need in one place. Get Gerber Kawasaki's unique viewpoint on the markets and issues. Have access to the news that's important to you. Finally a place for all of your money needs.

Build your financial plan and goals, Compare your progress with your friends.

Find out if you are on track to reach your short and long term goals. Retirement, college savings, planning a wedding or the family vacation. Set you goals and we'll show you what it take to achieve them. Are you doing what you need to reach your goals, see how you rank relative to your friends.

Manage your budget, Track your net worth

Set your budget, see how much money you can save and where to allocate it. Track your net worth and progress all in a secure environment. No personal account numbers and passwords to input. A simple interface to see where you're at and what you need to do to reach your financial goals.

Calculate your financial needs, Check and manage your accounts all in one place.

Use our customized calculators to determine how much you need to save and how to allocate your investments to reach your goals. Create your own goals and design a plan that works for you. Access your accounts and portfolios if you are a client of Gerber Kawasaki.

Access to your own dedicated financial advisor

Anytime you need help, have questions or simply want to open an account, your Gerber Kawasaki dedicated advisor is always here to help. Get the support you need to make your plan work, but also the guidance of an experienced advisor, no matter how much money you have! This is the first online financial solution that also gives you access to a real human being.

Disclaimer:
AppAdvice does not own this application and only provides images and links contained in the iTunes Search API, to help our users find the best apps to download. If you are the developer of this app and would like your information removed, please send a request to [email protected] and your information will be removed.