Financial Planning Tools

Greenspring Advisors provides you with access to Monarch Money, a budgeting and financial planning app that allows users to connect their accounts, loans, and investments in one place to manage their finances. Monarch supports household budgeting with a partner or an individual budget. The process is simple:

• Access our discount code by clicking here.
• Use the discount code to sign up for an account. You will receive 50% off of your first year with Monarch*
• Start budgeting and saving!

Here is a  demo of the tool:

*current users of Monarch Money are ineligible for this discount

1. 1. Create an account and enter your information into the system. Your projections will only be as good as the data you submit, so expect to spend 20-30 minutes completing this step.
   2. Schedule an appointment with one of our financial planning professionals by clicking here.
   3. Attend an interactive, web-based session to discuss your situation and review our findings and recommendations

Student loans are complex. KeyBank’s mission is to help borrowers manage their student loans better, supporting their savings and financial goals. With guidance from KeyBank’s team of student loan consultants, you can build a plan for your student loans.

College Inside Track helps families navigate the complicated college process, explore the available avenues, and understand the cost of college.

Greenspring Advisors provides you with a 10% discount at Trust & Will. This fast, easy, and secure online platform allows you to create an estate plan, whether it’s a basic Guardianship document or a more complex trust-based plan. The process is simple:

1. Follow this link to go to Trust & Will’s website, with your Greenspring discount code automatically included.
2. Click on “Get Started” and follow the prompts to create the estate plan.
3. For questions along the way, schedule a 1:1 meeting with one of our Participant Advisors using this link.