Money Max Account Requirements:
Is It Right for You?
A clearer plan starts with knowing whether the tools fit your life.
Money Max brings your budget, cash flow, and payment strategy together so you can see where you stand and explore what your money could do next. Here’s what to consider before getting started.
Do I Need to Make a Certain Amount of Money?
Your salary alone doesn’t tell the whole story. What matters is how your income, expenses, and payments fit together, and whether you have money available to put your plan into action.
Money Max helps you see that picture more clearly. Consider the program’s cost alongside your existing commitments.
If you’re struggling to cover essential expenses or falling behind on payments, getting those needs stabilized should come first.
Do I Need to Own a Home?
Not at all! Money Max can help you bring credit cards, car loans, student loans, and other balances into one coordinated plan.
Homeowners can include their mortgage, but you don’t need one to benefit from a clearer view of your budget and cash flow.
The opportunity comes from understanding what’s available and giving those dollars a purpose.
What if I’m in the Market for a New Home?
The Money Max Account and soon-to-be homeowners go together like peanut butter and jelly. In fact, the founders of United Financial Freedom, Skyler Witman and John Washenko, originally created the program specifically to help homeowners.
Skyler and John owned a mortgage brokerage together in the early 2000s, and when they kept seeing their former clients come back to refinance, they decided to do something about it. Thus, the Money Max Account was born.
Buying a home is a major milestone. Money Max helps you look beyond the monthly mortgage payment and see how it fits with your other expenses and goals.
Explore how putting available money toward principal could affect your projected interest costs and payoff timeline, while keeping upcoming expenses in view.
Start your next chapter with a plan for more than the mortgage.
What if I Have Multiple Outstanding Debts (i.e., Student Loans, Credit Cards, etc.)?
This is where the Money Max Account really shines. If you’ve spent hours and hours budgeting and managing multiple debts, you know it’s no easy task. In fact, there’s a good chance that’s the reason you’re here.
When you have a mountain of other responsibilities on your plate, doing the legwork required to tackle multiple sources of debt may not be a realistic option for you.
Money Max brings your balances, interest rates, income, and expenses together to recommend a coordinated payment strategy. Your Action Plan shows suggested next steps, helping you decide where available money could make a difference.
Spend less time juggling calculations and more time following a clear plan.
What Do I Need to Succeed With the Money Max Account?
Think of Money Max as your financial GPS: it helps you see your route, understand your next steps, and adjust when life changes.
Start with a clear picture.
Start with accurate account information and build a realistic budget.
Keep your plan current.
Keep your income, expenses, and balances current. Review your Dashboard and follow your Action Plan.
Keep your goals in view.
Use Milestones to keep your goals in view and adjust when life changes.
The clearer your financial picture, the more useful your plan becomes.
A clearer plan can change how you approach your money.
Whether you’re working toward fewer payments, room for the unexpected, or your next big goal, Money Max helps you connect today’s choices with tomorrow’s possibilities.
Schedule your free one-on-one Money Max walkthrough to see how the software works and explore whether it fits your needs.
