Questions

• Question: What is the Wealth Optimizer Software and how does it work?
  

  Answer: Wealth Optimizer Software helps users pay off debt and increase net worth in the shortest possible time with little change to their income or lifestyle. Wealth Optimizer software utilizes advanced financial algorithms to provide users with the optimal payment strategy to pay off debt in the fastest manner possible.

• Question: What is the Expense Tracker program and how does it work?
  

  Answer: The Expense Tracker program is an online budgeting program that helps you keep track of where and how you spend your money. You can enter expenses even if you're away from your computer via phone, e-mail, or text message. The program automatically deducts expenditures from your spending plan, then immediately tells you, in real time, how much you have left in that spending category for the month.

• Question: Will I receive a user manual with my purchase?
  

  Answer: Yes. You will receive a software folder that contains a welcome letter, a Quick Start guide, a user manual and a training DVD

• Question: Are the Wealth Optimizer and Expense Tracker programs integrated? Can information be shared between them?
  

  Answer: Each program must be used separately, but using both provides the best strategy to help improve your financial wellness. By keeping track of where your money is spent with the Expense Tracker program, you'll be in a better position to pay down your debt with the Wealth Optimizer program.

• Question: Do I need to download and/or install anything?
  

  Answer: Both software programs are web-based, so there is nothing to download or install. The programs work on Firefox, Internet Explorer and Safari browsers

• Question: Does the Wealth Optimizer software provide financial advice?
  

  Answer: The Wealth Optimizer software does not provide financial advice. Contact your licensed financial planner if you require financial advice.

• Question: How do I purchase the Expense Tracker program?
  

  Answer: You don't! When you purchase the Wealth Optimizer software, you also get access to the Expense Tracker program.

• Question: How soon after ordering the Wealth Optimizer software will I be able to access the application?
  

  Answer: Usually within 1-2 business days. Access will be granted after the account has been billed (payment received) and the MPMs associated with the purchase have shipped. Orders placed after approximately 8:00PM CST M-F will be processed the following day.

• Question: Is the Wealth Optimizer software appropriate for everyone?
  

  Answer: You must have positive cash flow, meaning your monthly income must be consistently higher than your monthly expenses in order for the Wealth Optimizer software to work. Wealth Optimizer software is not appropriate for people who spend more than they make each month. The Expense Tracker can help you keep track of your spending, and help you get to a posative cash flow.

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