Financial Fitness Mentor
Based on the book Get Real With Your Money, the Financial Fitness Mentor program helps organizations provide practical financial guidance through a proven forward-looking cash flow framework.
Available in specialized editions for:
Banks and Credit Unions
Workplace Wellness Programs
Religious and Stewardship Communities
Student Financial Readiness
The Banks and Credit Unions Edition helps financial institutions support customer financial wellness through mentoring, seminars, and a proven forward-looking cash flow framework.
Built around the book Get Real With Your Money and supported by You Need A Cash Plan, this edition helps customers improve cash flow timing awareness, reduce overdrafts, maintain more consistent account balances, and gain greater confidence managing household finances.
"This looks amazing and what a great idea."
Lisa Adams, Idaho Banking Assn, Community Outreach Coordinator
The Workplace Wellness Edition helps employers support employee financial wellness through practical tools, peer mentoring, workshops, and a proven forward-looking cash flow framework.
Built around the book Get Real With Your Money and supported by You Need A Cash Plan, this edition helps employees reduce financial stress, improve day-to-day financial stability, and gain greater confidence managing household finances.
The Stewardship Community Edition helps religious and community organizations provide practical financial guidance through mentoring, workshops, and a proven forward-looking cash flow framework.
Built around the book Get Real With Your Money and supported by You Need A Cash Plan, this edition encourages thoughtful stewardship, reduced financial stress, stronger family communication, and greater household stability through peer support and community encouragement.
The Student Financial Readiness Edition helps colleges and educational institutions support practical real-life financial learning through mentoring, workshops, and a proven forward-looking cash flow framework.
Built around the book Get Real With Your Money and supported by You Need A Cash Plan, this edition helps students better manage irregular income and expenses, reduce financial stress, and build sustainable financial habits early in adulthood.
Budgeting tells you what not to do. You Need A Cash Plan shows you what’s really happening and how to move forward with confidence.