You don't need more money. You need your money to do more.
Money Max helps you organize your income, expenses, and accounts so you can understand your cash flow and explore how different financial decisions could affect your projected payoff timeline.
Illustrative software screens. Sample figures and dates are examples, not a prediction of your results.
A CLEARER PLAN. EVERYDAY PROGRESS.
See your cash flow clearly. Make your next move with confidence.
Knowing what you earn is only part of the picture. Money Max brings your income, expenses, and accounts together so you can see where your money is going and plan for what comes next.
Explore how everyday choices could affect your financial future. With a clearer picture and a plan to follow, it’s easier to stay focused, adjust when life changes, and put your money toward what matters to you.
Understand how your income, bills, spending, and account balances fit together.
02
Explore your options
See how changes to spending or payments could affect your available cash and projected financial timeline.
03
Build better habits
Use your plan to guide everyday decisions, review your progress, and keep your goals in sight.
MAKE YOUR CASH FLOW COUNT
Make more of your money work for your future.
Your interest rate matters. But it doesn’t tell the whole story. What you owe, how long you carry a balance, and how you make payments all help determine how much interest you pay over time.
Money Max connects that bigger picture to your everyday cash flow, helping you see how the choices you make today could change what you pay tomorrow.
See beyond the monthly payment.
Bring your balances, payments, and projected interest into view so you can understand where your money is going and what lies ahead.
Give available cash a clear purpose.
Money Max uses your financial picture to recommend a payment strategy. Explore how putting available money toward your balances could affect future interest costs and your payoff timeline.
Turn insight into your next move.
An Action Plan helps you put the strategy into practice. As your income, expenses, and balances change, update your plan and see how your projections change with it.
Less guesswork. More direction. A clearer path toward your goals.
Your money decisions should come with more confidence.
Bills today. Plans for tomorrow. Something unexpected in between.
Even when you know what’s in your account, it can be hard to know what’s truly available or how a decision today could affect the months ahead.
Can we comfortably make that purchase? Can we go on that vacation? Put more toward a balance? Keep enough available for what’s coming next?
You shouldn’t have to work through every decision from scratch. A clearer view of your cash flow gives you a better starting point.
FROM QUESTIONS TO NEXT STEPS
Turn “Can we afford it?” into a clearer plan.
Money Max brings your financial picture together and helps you look ahead. Explore how changes to your spending or payments could affect future balances, interest costs, and your projected payoff timeline.
Then put that insight to work with an Action Plan that helps guide your next steps.
Having a plan makes it easier to follow through. See your progress, understand the tradeoffs, and adjust when life changes, with your goals still in view.
Know where you stand. See what’s possible. Move forward with a plan.
THE MONEY MAX™ ACCOUNT
Your financial GPS. A clearer route forward.
You know where you want to go financially. Can you see how to get there?
Managing your money without a clear plan can feel like taking a road trip without GPS. You know your destination, but it’s harder to see which route to take or how a detour will affect your arrival time.
Your finances work much the same way. Everyday purchases, unexpected expenses, and changes in income can all affect the journey. Seeing their impact helps you decide when to stay the course and when to adjust.
Money Max acts as your financial GPS, bringing your income, expenses, budget, and account balances into one picture. It helps you plan for everyday spending, map a payment strategy, explore projected payoff timelines, and understand how your choices could change the road ahead.
And when life takes a different turn, update your financial picture and see how your route changes. You stay in the driver’s seat, with a clearer view of where you’re headed.
YOUR GOALS. YOUR ROUTE.
↻ Life changes. Your plan can, too.
01 / UNDERSTAND
Online Education
Understand the “why” behind your plan. Money Max combines financial education with tools that help you connect everyday money decisions to your longer-term goals.
02 / PLAN
Easy Planning
Build a budget around your income, everyday spending, and upcoming expenses, then connect it to a plan you can follow. Explore how changes to your budget and payments could affect your cash flow, interest costs, and projected payoff timeline.
03 / NAVIGATE
Your Plan, On Your Schedule
Review your financial picture, check your Action Plan, and explore your next move online when it fits your day. Keep your information current so your projections reflect changes along the way.
Know your starting point. Explore your route. Keep your destination in sight.
Give every dollar a purpose. Give yourself more options.
You work hard for your money. A clear plan helps you decide what it can do for you.
Money Max connects your budget, cash flow, and payment strategy so you can see where your money is going and explore opportunities to put available dollars to work.
That might mean building a cushion, preparing for an upcoming expense, or putting more toward a balance to reduce future interest costs.
Every dollar you save can buy a little more independence: more room to handle the unexpected, more flexibility when life changes, and more choices about what comes next.
Give your money a purpose that matters to you.
See what today’s choices could make possible.
A small change can feel insignificant until you can see where it leads.
What could spending a little less each month make possible? How might an additional payment change your projected payoff timeline? And how would a larger purchase fit into your plan?
Money Max helps you explore those questions by showing how changes to your financial picture could affect future balances, interest costs, and your timeline.
Seeing the connection makes your choices more meaningful. You can decide what’s worth spending on today and what you’d rather keep for tomorrow.
Make room for what matters now, with your future still in view.
Put Every Dollar to Work for YOU
Your income, expenses, and priorities change. Your financial plan should help you respond.
Money Max brings your budget and cash flow together with a personalized Action Plan, helping you understand which payments to make, how much, and when.
As you keep your financial information current, your projections reflect those changes, giving you a clearer view of your next steps and the progress you’re working toward.
A plan you can follow makes it easier to turn good intentions into everyday action.
More direction today. More possibilities tomorrow.
KEEP MORE DOORS OPENMore breathing room. More possibilities. More say in what comes next.
Your Daily Choices Have Long Term Consequences
Think about the last time you went on a diet. Making wise nutrition choices was probably challenging, wasn’t it? But not because you didn’t know what you needed to do.
It’s most likely because you couldn’t see the consequences of eating that donut or slice of pizza right away. But what if every time you reached for an unhealthy snack, you saw a picture of how it would affect your body? Chances are, you’d probably think twice next time the waiter asked if you want dessert.
The Money Max dashboard does just that, only for your finances. You get an up-to-date visual representation of how every little purchase affects your long term financial health, motivating you to stay on track and achieve your financial goals in a fraction of the time.
LET’S EXPLORE YOUR POSSIBILITIES
See your financial GPS in action.
You’ve seen the possibilities. Now see how the pieces come together in Money Max™.
Your questions. Your goals. A clearer picture.
Take a one-on-one walkthrough of Money Max. Explore the Dashboard, see how budgeting and cash-flow forecasting connect to your Action Plan, and take a closer look at Milestones.
Ask questions, explore the tools, and see how Money Max could help you turn everyday decisions into a clearer path forward.
Projected Cashflow report available in Money Max Version 5. Figures are illustrative.
SMALL HABITS. A BIGGER HORIZON.
Small changes today. More possibilities tomorrow.
The little choices you repeat can help shape the life you get to live.
You don’t have to rethink every purchase to start making progress. Finding a little extra room in your budget can help you build a cushion, prepare for something important, and put more money toward your future.
Over time, those habits can help you build a stronger financial foundation and make room for bigger goals: supporting the people you love, creating more freedom in your later years, or having more choice about when and how you work.
Money Max helps you explore what those changes could mean over time. Compare different spending and payment choices, see how they affect your projected cash flow, and choose a path that fits your life.
Keep the things that matter. See where a small change could take you.
From everyday choices to greater financial independence.
Total Debt Reduced (And Counting)
$2,187,715,777
Based on recorded balance reductions across Money Max client accounts.
THE PEOPLE BEHIND THE PLANS
Real life. Real decisions. A clearer way forward.
Hear how Money Max customers use their plans to organize everyday finances, weigh important decisions and keep moving toward what matters.
CUSTOMER STORY
Heidi
It's been great for our family and I highly recommend it for anybody.
CUSTOMER STORY
Carol
This program is phenomenal! Without it I would totally be lost! It's definitely worth it!
CUSTOMER STORY
Penny
I think this company is awesome! Their customer service is awesome!
CUSTOMER STORY
Orlan
Real people when you need a hand.
“They’re very knowledgeable and you actually talk to a person and they’re willing to help.”
Customers describe their experiences at the time of recording. Your experience and results will depend on your finances and how you use the program.
In our customers’ words
Selected excerpts from customer reviews
“
I love this program and have used it for years. It has helped me get out of debt and save. It makes it’s so easy to save for bulk or large payments that come up each year. It’s something I can’t do without now that I’ve had it.
D&JDan & Janene“
This is just what I needed to get myself on track and moving in the right direction.
NNick Harrison“
I loved paying bills now, because I could see a solution at the end of the debt tunnel.
GGina“
The program was clear and honest, their customer service was always courteous and helpful…
CC.S.“
Be self-disciplined enough to follow it, and creative enough to modify it, when needed.
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