Money Planner
Money Planner
Unique financial solutions for you
Whether you’re planning your future, buying a home, or investing in the stock market, we can be of assistance to you.
Get Started!
Getting Started With Money Planner
“Money Planner helped me save up 10k which allowed me to get a jumpstart on getting my own apartment right after college”
-Aarya, recent UTD graduate
“Money Planner saved my financial future”
-Harshita, unemployed Engineer
“After using money planner for a year me and my wife were able to afford a vacation to the Bahamas. I’m so grateful for the students that developed this.”
-Jason Smith, President of US
Click to create your account:
Create my Money Planner Account
Enter the following information below:
First Name:
Last Name:
E-mail address:
Phone Number:
Next
Enter the following information below:
Enter your most recent annual salary:
Enter the amount of money you have in personal savings:
Do you currently own any stocks or bonds (Yes or No)
What is your current credit score:
Next
Enter the following information below:
Are you a current student enrolled in university (Yes or No):
Are you married (Yes or No):
Do you have any children (Yes or No):
Are you unemployed or retired (Yes or No):
Next
Your personalized Money Planner...
Step 1:
Goals
Establish a Savings Goal
Decide your budget
Step 2:
Recommend Investments
Evaluate Market Trends
Step 3:
Evaluate and Update Planner Monthly
Challenge Users to increase goals after periods of consistent growth
Your personalized Money Planner...
Step 4:
Did the user reach all of their goals and stick to the budget for the Money Planner Period?
User is rewarded with increase in cash back from all purchases under the Fidelity Bank cards and continuing Money Planner is optional
User accout does not change or recieve any rewards and Money Planner will still be active
Money Planner