Never Track Your Money Again. We'll do it for you.
- All Your Money Tracked in One Place, Updated Automatically
- Your Own Personal Advisor
- Highly Affordable (costs less than a coffee ☕ per day)
The Strategy Works
Tony has organized my finances and for the first time ever, I know exactly where my money is going. This is facilitating "living below my means" and helps me achieve my savings goals.
Anna K.
Personal Financial Strategy + Life Style Plan makes it so easy to see everything in one place! Having a tool to consolidate our financial activity and information helps put us in charge of our finances and accomplish the goals we're setting.
Nikki
Personal Financial Strategy + Life Style Plan has been a game-changer for us and how we can track and gauge our financial health.
Jill P.
LSP took the work (and guesswork) out of getting on top of our finances... Once LSP finished its initial analysis we had the detailed information we needed to understand our current finances and make a plan for the future.
Kevin O.
My investment in the program is nothing compared to what it means for my employees’ financial well-being.
Amy Power (Owner & CEO, The Power Group)
Meet Your 1-on-1 Strategist
Tony King
Founder & Finance Professional
Tony King founded Personal Financial Strategy to help people optimize their personal money management.
Tony is passionate about managing money well, and he’s done it for over 40 years. His professional experience includes executive leadership of multi-million dollar healthcare sales teams, managing insurance sales teams, and owning his own financial consulting businesses.
On a personal level, he has managed 7-figure personal assets, eliminated 5-figure personal debt, and leveraged his cash flow to make great investments. Tony would love to share his winning personal finance strategies with you.
Your Money Needs a Plan
You likely have assets, investments, loans, multiple bank accounts, several credit cards, numerous bills, and daily expenditures. Without a system to see exactly what's working, tallying it all up manually or guessing can be inaccurate, anxiety-inducing, and exhausting.
The Proven Process
Know What You Have
- Track your income, bills, daily spending, savings, & investments in one place
- Discover what's working and what's not
Plan Your Money's Growth
- Cure any "money leaks"
- Eliminate debt fast
- Maximize contributions to savings & investments
Optimize Your Cash Flow
- Refine your personal finance strategies for optimal growth
- Utilize tech solutions to automate your strategies
The Optimal Growth Plan
Your Own Highly-Affordable Personal Finance Manager
- We do ALL the administrative & strategy work for you
- Gain real-time insight on income, expenses, investments, & savings all in one Tiller™ spreadsheet
- Enjoy peace of mind while we manage & refine your ongoing personal finance strategy
Get Started for FREE
Individuals
- Unlimited access to your own Personal Finance Manager who will guide you*
- A comprehensive, customized Personal Financial Strategy
- Tiller™ money management user account (What is Tiller?)
- Secure bank-grade 256-bit AES encryption
- Minimal onboarding fee ($99 for continued service after free trial)
- Cancel anytime
- Discounted Family Plans
FREE 30-Day Trial
Starting at $99/mo after that
(costs less than 1 coffee ☕/day)
Employers / Benefit Providers
- Your employees get all the same benefits as Individuals*
- Dedicated Client Success Manager
- No long-term commitments
- Minimal onboarding fee ($99 for continued service after free trial)
- Volume Discounts & Non-Profit Pricing
FREE 30-Day Trial
Starting at $99/mo after that
(costs less than 1 coffee ☕/day)
* We help you get your month-to-month finances running efficiently so your hard-earned dollars grow more and better deliver peace of mind. We do not provide investment or tax advice, though we can refer you to our preferred partners who do that really well.
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