Money Plan Coach helps individuals, families, and business owners organize their finances and make informed decisions through a personalized financial system. Led by Mark Harvey, an Enrolled Agent and registered fiduciary advisor with experience dating to 1990, the business offers a free, guided 90-minute session conducted online. Participants use their own financial information to build a customized plan and system with Mark’s support, get questions answered, and keep a printable copy without obligation.

The Money Decoder brings together 12 areas of personal finance, including income, taxes, real estate and mortgages, debt, investments, retirement, vehicles, insurance, budgeting decisions, and net worth. Its tools help organize documents, assess financial choices, track goals, and identify next steps based on a person’s real numbers. The service is designed to make a complete financial picture easier to understand and manage, rather than leave clients with a plan that sits unused. Money Plan Coach emphasizes privacy, practical guidance, and fiduciary advice, and also provides tax services through its Enrolled Agent.