Struggling to set up your money app? We’ll help you get it working for real life.
Whether you’re using Monarch Money, Empower (Personal Capital), Rocket Money, YNAB, or another budgeting or investing tool, we can help:
✅ Set up your accounts and categories
✅ Customize the app to match your goals and lifestyle
✅ Actually use the tool to stay on track
🙋♂️ Why work with us?
I’m Mark, a former product manager at Personal Capital who now coaches real people on how to master their money. I’ve helped millions use financial tools—and now I work 1-on-1 to make sure those apps work for you.
This isn’t just tech support—it’s money coaching with a product expert by your side.
🛠️ What you’ll get for $99
- 1-on-1 setup session (up to 60 minutes via Google Meet)
- Step-by-step guidance to connect accounts, create budgets, track goals, or review your dashboard
- Recommendations tailored to your needs—whether that’s budgeting, tracking net worth, or managing cash flow
- A judgment-free space to ask any question
🧠 We can help you set up:
- Monarch Money
- Empower (Personal Capital)
- Rocket Money
- Copilot
- YNAB (You Need a Budget)
- Quicken Simplifi
- …and more!
I’ve listed these apps in order of my experience using with clients. If you’re using something else, no problem. I’ve worked on personal finance apps behind the scenes—I’ll learn it fast and guide you through it.
✅ Book your session
Click below to schedule your $99 setup session and finally feel in control of your money app.
Your Money Mark 