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MoneyGoals

MoneyGoals gives users control of their own financial lives. Create personalized financial action plans by selecting tasks from categories and setting completion dates on tasks being worked on.

Ask our new virtual chatbot and financial health guru, Rosie, questions, track progress, and celebrate achieving your MoneyGoals!

The MyMoneyGoals app is now available to the general public through the Apple and Google app stores!

Financial Goals Made Easy & Attainable

1. Select a category

2. Pick a task

3. Set a target completion date, add to your action plan, & talk to your coach!

The action plan is designed by you.

Keep up to speed with what you're working on with the tip of your finger.

Your to-dos.
Your goals.
Your journey.
Celebrate wins!

Celebrate wins!

Receive motivational text messages when tasks are completed and reminders when you need them.

SEND US AN EMAIL TO LEARN MORE!

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About us

Community Financial Resources is a solution-provider. We see a world where everyone has the tools needed to have financial stability, protect their assets, and establish a foundation to build wealth. We promote economic justice and fairness by providing financial inclusion solutions based on the latest research, backed by our financial industry partners, and delivered by organizations representing the communities we serve.