“I had been divorced for many, many years before I used My Money Track. I had used the same CPA for 20 years when he decided to retire and assign me to virtually a stranger, for my book keeping and tax work. My children live out of town and I hate bothering them with my personal financial planning and budget issues. I used to get daily phone solicitations from advisors but none of them seemed trust worthy. My Money Track was definitely different. They were referred to me and I love their service and their monthly monitoring system. I can get answers to all my money related questions and I feel they are honest and very reliable. They make it easy to feel confident that my cash flow is secure and steady. I highly recommend them to help you set up a budget and use their personal skills to work with you.”
Jane M., Austin TX
“When I filed for divorce, my attorney asked me for a monthly budget on all my expenses and how much income I would need to live on. As dumb as it sounds, I had no clue! It was very confusing and almost debilitating to go through the process of figuring out how I was going to survive on my own financially, after so many years of marriage. My CPA and attorney did not seem to want to help me with this beyond giving me a sloppy couple of pages with lines for me to write in my monthly income and expense amounts. And, even after I did complete this ‘budget’, my ex’s attorneys blew me away by wanting to deny most of the items I listed. Having My Money Track back then would have been exactly what I needed to justify the meager amounts I needed. I love working with My Money Track. They keep me informed and on track, saving money that I used to foolishly waste and even helped my pay off debt.”
J. H., Dallas TX
“I worked for 45 years but as a male senior citizen, found myself uncertain about my monthly income. I worried about not having enough income to pay my bills and not leave a bunch of debt to my wife and children. I had bad experiences in the past working with insurance salesman and unscrupulous investment advisors. I didn’t really need a CPA and couldn’t find a professional budgeting service. My Money Track was the best choice for me. They mail to me a monthly report that summarizes all my income and expenses. I am too old to learn how to use a computer and don’t trust doing business with them. My Money Track are real people with great service. It is perfect for me.”
Joseph L., Lewisville TX
“I am blessed with a great family and a wonderful life. I never married and found it hard to keep track of all my monthly bills and income from various investments and brokerage firms. I love to travel and I own properties in several locations, multiple vehicles and even a vintage airplane. Keeping track and current on registrations, property tax, utility bills and the general basics of running and maintaining multiple households was a full time job for me. It was basically a nightmare. My CPA got to be too expensive and my account was transferred to several different agents over the years. Nobody wanted the job of book keeping and keeping me personally organized. I wanted to be notified when deposits were made into my checking accounts, and when large items were charged to any of my credit cards. I can check online for an instant snap shot of my total financial picture or just review my monthly report My Money Track emails to me. They even organize all my records to simplify my income tax returns. Highly recommend them.”
David P., San Diego, CA
“Same story, heard it hundreds of times… ex husband cheated, dumped me for his new younger girlfriend and left me alone to figure out how to raise the children. Didn’t know where to turn for help. Even doing an internet search didn’t help me locate a professional, hands on budget preparation service. I am not very mathematically savvy and didn’t want to learn how to use a software program. I just wanted a human professional coach to help me set up my monthly budget that wouldn’t charge me $150 per hour like my CPA wanted. It was easy and such a relief to find My Money Track. They are kind and patient. With their help and counseling, I am now to the point where I can take over my monthly budget. These folks are great if you are unsure of how to save money, pay off debt and maintain a financial plan.”
Betty B., Dallas TX
Chris B. – Richardson, Tx
Tom C. – Arlington, Tx
In addition to keeping me in the dark about everything, my ex husband never let me get involved in the household finances. I had no idea where our savings and investments were before my divorce. My CPA and attorney were not much help in the tedious task of simply getting my records organized. My Money Track is the perfect service for a fraction of the cost of my CPA, to figure out a monthly budget and supporting schedules. I love the freedom MY Money Track has given me. I never have to speak to my ex again about money, because now I have my own and know how to manage and spend it.
Susan H. – Dallas, Tx
My husband of 15 years passed away suddenly and unexpectedly from a heart attack, leaving me and my two daughters alone and financially terrorized. My family was a great help but they could only do so much. I needed a complete forensic financial sweep of our tax records, files and even our laptop to get passwords, accounts and balances of all our investments, checking accounts and debt. No one seemed to know how to do this, except My Money Track. They came into my home and actually went through drawers and file cabinets to search for insurance policies, statements, and debt balances. They helped me get a handle on my monthly income and set up a manageable budget. They monitor my accounts monthly and let me know if I am over budget and spending more than planned. I have no idea how I would have coped this past year without their help, guidance and emotional support. They are not just another software program, but literally provide personal help when and where you need it.
Cindy G. – Kaufman, Tx
I am a single independent female that was never taught how to make a real budget or how to track my expenses. I think I am fairly intelligent but needed someone that could answer my questions without being condescending. I also have a small business that is hard to keep track of the deductible expenses and set aside enough money to pay income taxes. Recently the economy has made a huge negative impact in my income. I didn’t know where to turn for help. My Money Track was the answer to my prayers and the most helpful resource I have ever worked with in setting up my personal savings and spending plan. I feel much better.
Nancy D. – Plano, Tx
I am a single architect with a very busy schedule. I did not have the time or interest in budgeting enough money between receivables, and had to dip into savings each month. With My Money Track, I have been able to see where I needed to cut back and where I needed to save on expenses. I now have months’ worth of expenses in my checking account and adequate monthly cash flow. They do the simple budget and cash flow work that my CPA does not specialize in and do it for a lot less money!
Richard C. – Atlanta, GA
We have been married for over 40 years but never had any children. We needed a resource to help us plan for our changing monthly budget and a trust worthy source for quality and accurate information. We were not raised in an era with computers and the internet. We prefer being able to meet personally face to face, and get all the information available to make the best decision for us and not for our broker. We out lived our CPA and our families do not live in Texas. It has been a joy getting to know My Money Track and working with them on our monthly budget. We have a fairly simple income tax return so we do not need a CPA. But by using My Money Track, all our tax records are organized monthly and it is easy for us to prepare our own tax return and pay quarterly estimated income tax. We enjoy working with My Money Track and feel it is a great value.
John & Eileen B. – Dallas, Tx
Being a widowed senior citizen, I did not want to worry my grown children to worry about me. I also grew up in a generation where we just didn’t talk about “money.” It was uncomfortable for me to let my children or my investment advisors have complete access and information about my money. I liked my independence and privacy. It was difficult to get information about my investments and setting up a monthly budget that was totally unbiased. Even my attorney didn’t seem to want to mess with budget and expense planning for me. My Money Track was the perfect choice for me. They even helped me set up Identity Protection too.
Gladys B. – Houston, Tx
I was an executive for over 25 years for several major Dallas corporations. I always had teams of people working with me in corporate America, In this “new economy,” I was laid off and that gave me the opportunity to start my own business venture. Working from a home office is great but has its limitations. Out sourcing my book keeping for the more mundane task made perfect sense to me. My Money Track was a great fit for my monthly budgeting and cash flow planning. It is like having an entire accounting department for a fraction of the expense. Great professional service and a great low price. Thumbs up!
Jim S. – Plano, Tx
