It’s everything you need to plan your financial future

become resourceful

Use this website to create your own financial plan, take steps to improve your finances and get help if you need it.

easily calculate

All the tools you need to quantify your long-term goals are here, in one place. Answer questions at “Where are you now?” and see the results at “Will you reach your goals?”

get expert advice

You can do much of this yourself, without paying a planner, but when you get stuck we are here to help, see our three levels of service.

access anywhere

Use this site anywhere, anytime, to check out where you are now and what you should be doing – improve your finances now – your future will thank you!

eBook Offer

Coming soon: eBooks to get you started on planning your financial future

TESTIMONIALS

(real content to be added from real users as soon as we launch)

LEVELS OF SERVICE

BRONZE

test drive our site without the commitment

Free

no joke
  • Register
  • Access “Where are you now?” and “Will you reach your goals?,”
  • Use our How To Steps,
  • Improve your financial literacy with our learning center;
  • Read our blog
Choose Plan
GOLD

you get everything but the kitchen sink

[free for a limited time]

  • [free for a limited time]
  • Get all Silver level services plus
  • Enhanced monitoring of your Action Plan and
  • Our Millennials Money Advisors review your plan
  • You will know if your plan will work and what to change
  • Get on the right path – improve your finances!
Choose Plan
SILVER

get access to many great features and tools

[free for a limited time]

  • [free for a limited time]
  • Get all Bronze level services plus
  • Send us your “to do list” or Action Plan
  • Our Millennials Money Advisors will review
  • They will also follow up each month
  • We encourage you so you get it done!
  • Save your questions input and print
Choose Plan

* If you later decide that you want more features, you can always change your service level

FINANCIAL MARKETPLACE

for a full financial plan, you can hire a planner in our marketplace

1-on-1 Advice

Get an Advisor to do a full written financial plan tailored to your needs

$25

one-time fee
  • For a one-time fee of $25, you can post a request for a plan on our marketplace (the planners pay us a fee when you select that planner to do your plan).
  • We will screen planners for skill, approach, areas of expertise and user feedback.
  • Because you entered your information in response to our questions, you have done all the data intake and balance sheet creation that planners need.
  • This saves planners’ time, so that they will charge you less, a “discount” for you.

Choose Plan

PHILANTHROPY

Comprehensive planning starts with the big goals, because the big goals give you an overview of what you need to do now to be in good shape for the future.

We know that gathering all the information to answer our questions is a chore, much like doing your income taxes. In order to receive the most accurate results and learn if you will you reach your goals, it is important to answer the questions with as much detail as possible.

So, we want to make it fun: As you work on your financial mastery, Millennials Money will make a contribution in your name to the Pan Mass Challenge, a non-profit organization dedicated to cancer research and patient care.

As you reach each level of financial mastery, Millennials Money will contribute:

Questions answered in Where are you now?

Reviewing Will you reach your goals? and asking us questions, and

Implementing your to do list.

FOUNDER

Steven A. Branson, Esq., Consultant/Founder

For nearly 30 years, Steven has been creating financial plans for clients, and has worked with numerous Millennials to help achieve their financial goals. Steven has a law degree from Harvard Law School and is known for his financial articles geared toward Millennials. Steven’s writing and financial tips can be seen on this blog.