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MoneyBuilder

Start building a stronger financial future for your business in as little as 5 minutes.

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Introducing Business Money Builder

Business Money Builder is a free online tool that empowers business owners to reach their financial goals. Get a quick summary of your business’ financial health and resiliency, and access online resources that can help you improve day-to-day operations and future financial planning. Plus get customized advice and a personalized plan when you meet with a Business Advisor to review your results.

Take action today

In as little as 5 minutes complete Business Money Builder in Coast Online® Banking and the Coast Mobile® Banking app under Money Tools in the menu. Then, book an appointment with a Business Advisor to review the results.

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Complete Business Money Builder in as little as 5 minutes

Quickly assess your finances, build greater financial resilience, and access expert advice and resources to help you manage your business with confidence.

Get a snapshot of your business’ financial health Get a snapshot of your business’ financial health

Business Money Builder provides an online assessment of your business’ financial resiliency, and offers recommendations on how to better reach your goals.

Unlock self-serve resources to help your business thrive Unlock self-serve resources to help your business thrive

Based on your Business Money Builder recommendations, access online tools and financial resources that can help you improve day-to-day operations and optimize future planning.

Get better advice and a personalized plan Get better advice and a personalized plan

Once you’ve completed your Business Money Builder, our dedicated business advisors are here to review your results with you and provide an action plan to help achieve your goals, together.

Screenshot of Business MoneyBuilder interface on a mobile device Screenshot of Business MoneyBuilder interface on a mobile device

Business Money Builder helps you understand:

Your business goals

The tool asks questions about your business objectives to help us understand where you’re headed.

Your financial operations & expense management


Answer questions about how you handle cashflow, track expenses, and address day-to-day financial decisions to paint a clearer picture of your financial operations.

Your approach to risk management & future preparedness


The tool assesses your contingency plans and other protective measures to help safeguard your business' future.

Business Money Builder helps you understand:

Your business goals

The tool asks questions about your business objectives to help us understand where you’re headed.

Your financial operations & expense management


Answer questions about how you handle cashflow, track expenses, and address day-to-day financial decisions to paint a clearer picture of your financial operations.

Your approach to risk management & future preparedness


The tool assesses your contingency plans and other protective measures to help safeguard your business' future.

How to get your Business Money Builder results

Step 1

Open Business Money Builder.

Find Business Money Builder under ‘Money Tools’ in Coast Online® Banking and the Coast Mobile® Banking app, or meet with an advisor by booking an appointment.

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Book appointment

Not a member? Open an account in five minutes. Apply online.

Step 2

Answer our Business Money Builder questions.

Take five minutes to complete Business Money Builder online, and press ‘submit’ to see your results and access your resources.

Step 3

Connect with an advisor.

Connect with a business advisor to review your results and develop a customized action plan to help achieve your goals.

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Get in touch

To find out more about Business Money Builder or to discuss your results in person, book an appointment with a Business Advisor today.

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Book appointment

or call us at 1.888.517.7000