First Step Introduction
The First Step Cash Management System™ is web-based software created by The Planning Center in Moline, Illinois. First Step is available for licensing through Money Quotient and may be licensed as a stand-alone product or added to a new or existing Financial Life Planning Tools Licensing Agreement.
The First Step Cash Management System™ provides clients with a simple and user-friendly method for planning out their cash flow, reducing debt, and increasing savings that is completely automated and removes all tracking of transactions. In addition, it will help your clients to gain a better understanding of their current financial situation, align spending and savings with what is important to them, and make plans for the future.