Shape
your Future
Build a stronger financial foundation with tailored investments, flexible lending, comprehensive insurance, and thoughtful wealth management designed around your goals.
About Us
We built Master Money Plan on one idea: everyone deserves institutional-grade tools. A single connected ledger across everything you hold with us.
Eight lines. One statement.
Open a line item to see what's inside.
From intake to funded, in sequence
Held to a higher standard, every single day
Every account is protected the same way, whether you hold $500 or $5 million with us.
256-Bit Encryption
Bank-grade encryption on every transaction, at rest and in transit.
SOC 2 Type II
Independently audited every year, with results available on request.
FDIC-Style Insured
Deposits and holdings covered under applicable insurance programs.
Multi-Factor Authentication
Biometric and device-based verification on every sign-in.
Real accounts, real results
Questions, answered
Can't find your answer? We respond within one business day.
We offer personal, home/mortgage, education, business, and auto loans, each with transparent terms — personal loans process within 24 hours, mortgages within 3–7 business days.
Create a free account, complete a 5-minute risk assessment, and receive a personalized portfolio starting from $25/month.
We use 256-bit SSL encryption, two-factor authentication, and hold SOC 2 Type II certification with annual third-party audits.
Major appliances, electrical systems, and plumbing — choose appliance-only, systems-only, or a comprehensive combo plan.
Certified counselors assess your full debt picture and build a custom plan — consolidation, settlement, or bankruptcy guidance.
Yes. Our unified client portal shows loans, insurance, investments, warranties, and payments together, with real-time updates.
0.75%–1.25% annually on assets under management, with no hidden commissions.
Yes, regardless of age or mileage — from basic powertrain to comprehensive bumper-to-bumper plans.