Personal finance
Debt Payoff Planner
Help clients build a clear repayment plan. Empower your users to organize, compare, and conquer debt with a visual, goal-driven payoff experience.
View balances, interest, and totals.
Track Balances
Users can see all their debts across categories like credit cards, student loans, and auto loans. The dashboard includes total owed, interest breakdown, and projected payoff timelines—giving users a complete view of their debt situation.
Set payoff order and priorities.
Organize Debts
Clients can drag and drop to reorder debts or choose built-in strategies like highest interest first or smallest balance first. This helps users build a plan that matches their goals and repayment style.
Pick the plan that works best.
Compare Strategies
Side-by-side comparisons show debt-free dates and total interest paid under different approaches. Users can choose the fastest timeline, lowest cost, or a custom plan—backed by data.
Monthly plan, auto-generated.
View Payment Schedule
Once a strategy is selected, users get a detailed payment plan by account and month. The schedule updates automatically and can be downloaded for easy tracking or sharing during coaching sessions.
Accelerate payoff in real time.
Add Extra Payments
Users can add recurring or one-time extra payments and instantly see the impact on their debt timeline and interest savings. Great for goal-setting and accountability.
Questions
Have more questions?
We're happy to walk through your goals, compare options, and show how the platform fits your team. Book a short demo—no pressure, just answers.
Migration
Free Setup Service
Looking to switch platforms? Setting up something new? Our expert team will move your content, configure your brand and invite existing contacts to your membership site, for free.