FAQs
Q: How do I access the tool
A: Click here to activate your FREE account. Your access code is stmarys25 (case sensitive).
Q: How secure is it?
A: We work hard to protect your personal information and ensure your information is kept private and secure. You can check out our full privacy policy here.
Q: Can you tell me more about My Money Plan?
A: My Money Plan was created to make financial planning accessible to all. We believe you shouldn't have to have millions (or even thousands) of dollars to access trusted financial planning!
Q: I created my account. What should I do now?
A: Great question! The first step is to take the money-maker quiz. Then, securely link your bank accounts so My Money Plan can pre-populate your financial plan. With your accounts linked, we'll automatically adjust your plan as your finances grow and change. Then, you can take bite-sized (we're talking 3-7 minute) courses on topics from debt to family planning to retirement.
Q: I need support setting up a My Money Plan account
A: Please email support@penny-finance.com or book a free 15-minute call with the My Money Plan Finance team here.
Q: Is there a limit to the number or type of accounts that can be linked?
A: There is no limit to the number or type of accounts that can be linked!
Q: Is My Money Plan made for small business owners?
A: While the plan has courses and calculators that can absolutely support small business owners, My Money Plan is a platform built to manage personal finances.
Q: Can I delete a linked account after I add it?
A: Yes! You can unlink a bank account from your money hub > My Bank Accounts.
Q: How do I unsubscribe (delete) my account?
A: Please email support@penny-finance.com.
Q: Does My Money Plan have a downloadable mobile app?
A: No. My Money Plan is a robust online platform.
Q: What is a virtual masterclass?
A: Each month, you have access to a virtual masterclass featuring experts on noteworthy financial topics like investing, homebuying, life insurance, and more. The masterclasses are one-hour long (and they're recorded if you can't attend live).
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