Budget & Debt Tools – Agent Demo

For Financial Services Professionals Only

⚠️ AGENT DEMO ONLY:
This page contains working demos of the Budget Planner and Debt Eliminator tools. Do not share this link with clients or use it as a public consumer portal.

How to Use These Tools in Your Appointments

Use this toolkit to guide live client conversations — in person or on Zoom — without sending clients to a separate software login.

Budget Planner – Cash Flow Mapping

  • Organize income, bills, debts, and expenses clearly.
  • Urgency colors help clients know what to pay next.
  • Late/behind tracking for overwhelmed households.
  • Month-to-month rollover (no rebuilding plans).

Debt Eliminator – Snowball / Avalanche Engine

  • Enter balances, APRs, and minimums for every debt.
  • Compare Snowball vs. Avalanche instantly.
  • Show payoff time, interest saved, and next-step logic.
  • Use it to introduce protection + savings naturally.
PIN + PRIVACY: Each user sets a 4–8 digit PIN. Stored locally in their browser — never uploaded. Clearing browser storage resets it.
https://s.phonesites.com/v0/b/phonesites-prod.appspot.com/o/images%2FkboInPXKuwMhLQBvVlxM5WLSm8F3%2F1763660290048*The-Bearded-Marketing-Pro*png?alt=media&token=9b2b0734-7f5c-4577-be39-d2367440e60f

Your Name
Contact Info

Your Financial Toolkit

All data is stored locally in your browser on this device. Clearing your browser data will reset this toolkit.

Secure your toolkit

Create a 4–6 digit PIN to lock this toolkit on this device. You’ll use this same PIN every time you come back.