Understand your finances.
Plan your future.

Simple, practical financial planning tools for small businesses and faith communities. Built to help you make better decisions, one question at a time.

Financial GPS · Pilot in Development

Two ways to begin

Which best describes you?

The financial concepts are shared, but the tools use different language, questions and reports for each audience.

Fewer than 10 employees

Small Businesses

Create financial statements, develop an annual budget, monitor actual results, and estimate financing costs.

Explore Small Business →

Congregations and faith communities

Ministries & Faith Organizations

Build a financial position, plan contributions and expenses, monitor unrestricted reserves, and prepare for potential borrowing.

Explore Faith Organizations →

How Financial GPS works

No finance department required.

01 · START WITH WHAT YOU HAVE

Upload or answer questions

Use your existing records where supported, or work through straightforward questions. Full QuickBooks imports are planned—not yet available.

02 · MAKE A PLAN

Create a budget

Set realistic annual goals with monthly assumptions and preserve the original approved budget.

03 · CHECK YOUR COURSE

Track financial progress

Compare actual results against the budget, update the year-end forecast, and identify issues that deserve attention.

Experience the pilot

See Financial GPS with fictional numbers.

Explore a working educational prototype. It is not yet ready for confidential financial information.

Try the fictional demonstration →

Already tried the pilot? Share your feedback in a 2–3 minute survey →

Created by Hugh Connelly, CFA, CTP. An independent educational initiative, not sponsored or endorsed by Holy Family University.