Introducing: Monarch Money at The Financial Gym
We have HUGE news that we’ve been so excited to share with our audience…
*drumroll please*
The Financial Gym has officially partnered with Monarch Money, our favorite budgeting and personal finance app that makes managing your money (and hitting your savings goals) simpler than ever.
Financial Plans are the cornerstone of our coaching at The Financial Gym. When you become a client, our Trainers spend a lot of time getting to know you, your finances, your habits, and your goals in order to build a custom plan you actually want to stick to.
But clients always asked us for some kind of budgeting app/tracker to accompany the plan, which we’re THRILLED to announce is finally here.
Why we chose Monarch:
The interface is intuitive, visually appealing, and makes budgeting feel simple instead of complicated
Our Financial Trainers help build your budget directly in the app so you don’t have to worry about doing it alone or adding another task to your plate
All your data is in one place, allowing your Trainer to quickly review your spending, spot trends, tweak your budget, and help you stay accountable between sessions
Set as many goals as you want, like emergency savings, debt payoff, vacation funds, beauty funds, investing goals, and more.
Manage joint finances easily on one dashboard
How it works as a Financial Gym client:
Click here to sign up and become a client. Once you’re a client, you’ll be prompted to book your intake session with a Trainer. This is when they do a deep dive to get to know you, not just your money.
After the intake session, your Coach will invite you to download Monarch and connect your accounts.
Your second meeting with your Trainer is your Plan Review Meeting, which takes place within 14 days of your intake. During that meeting, they’ll break down your custom financial plan and then they can help you set up your budget and goals in the app so you always have that accountability.
From there, all you gotta do is follow the plan and meet regularly with your Trainer to tweak the plan as needed, celebrate wins, and work through any obstacles that inevitably come up. This is about long-term planning and wealth management, no matter where you are on your financial journey.
Does this sound like it would solve a lot of your money problems?
If so, we look forward to working with you at The Gym!
