THE EASE OF TECHNOLOGY WITH THE POWER OF RELATIONSHIP.
It all starts with learning.
Once you log in to the moneyworks program for the first time, we ask you to take a short 15 question assessment to get to know you a little more and so we can assess things like financial stress levels, whether you have savings goals, life insurance etc.
The assessment is fast, it only takes 3-4 minutes to complete
It’s simple, no outside information is required
It’s approachable, meaning none of the questions are intimidating
FINANCIAL WELLNESS SCORE™
Based on your responses from the assessment, a Financial Wellness Score™ is generated. It’s broken down into four categories to help you understand which areas need the most work. This is where your personalized coaching experience begins.
TO - DOs
To-Dos are action items that you are tasked with completing based on your response to the Financial Wellness assessment. Moneyworks will automatically generate personalized next steps to get you on the road to financial independence. These To-Dos are ranked and directly affect your Financial Wellness Score™ and, when marked complete, will improve your score.
We don’t stop there though. Along with personalized next steps, you get
Related articles to help educate you on your area of needed improvement
Resources like the Life Insurance Needs Assessment that provide the extra support you may need to complete a specific To-Do
Deadlines to help keep you accountable, plus the option to opt into receiving reminders about completing the To-Dos on time
GOALS
Ever set goals and have a hard time meeting them? We all do. What you’re missing is accountability. In the goals section, you can set your own savings goals on your own or with the help fo a coach. Goals can be customized based on your needs, but are divided into two types: savings and debt reduction.
MY MONEY
Take control of all your money in one centralized location. In this section, you can:
Aggregate Your Accounts, which means you can link outside banking, debt, mortgage information and more.
Categorize Transactions, which means you can easily identify spending trends and receive an ongoing look at financial behaviors
Budget and Monitor Cashflow. Moneyworks comes complete with tools for you to see where your money is going.
Track Net Worth and Investments, giving you clarity with a simple visualization of investments and asset allocations.
THE POWER OF RELATIONSHIP
Roboadvisors and AI aren’t enough to bet your future on. But, just about anywhere you look, that’s what you’ll get: cookie-cutter advice without anything unique to you. We don’t just assume you’re average. That’s why Moneyworks is powered by GenWealth Financial Advisors - a team that has been helping clients build toward financial independence for over 15 years. You get a dedicated financial coach to help you set goals, adjust course over time, and walk with you along your financial journey.
MEET YOUR PERSONAL FINANCIAL COACH
MARC OSORIO
Humble beginnings stirred in Marc a desire to help his loved ones rise above financial challenges. Interests were further sparked in high school business and accounting classes which led Marc along his path to receiving his degree in business administration with a concentration in finance from Harding University in 2012. Prior to joining GenWealth Financial Advisors, Marc spent six years working in the financial industry both in service and analysis. Marc currently holds Series 7 and 63 licenses through LPL Financial.