Take Control of Your Financial Future
Your free, comprehensive financial planning tool. Build a complete plan in minutes, then share with your advisor on eMoney, RightCapital, or other platforms.
100% Free
No credit card required
Quick & Easy
Complete in 10-15 minutes
Instant Analysis
Monte Carlo projections
Advisor Ready
Export to any platform
How It Works
Enter Your Data
8-step guided wizard collects your financial information — assets, liabilities, income, expenses, insurance, and goals.
Get Instant Analysis
Monte Carlo projections, net worth tracking, cash flow analysis, and retirement readiness — all calculated instantly.
Share with Your Advisor
Export your plan to eMoney, RightCapital, MoneyGuidePro, or other advisor platforms with one click.
Features
Comprehensive Data Collection
8-step guided wizard covering 10 asset types, 4 liability types, 5 income sources, 3 expense categories, and 6 insurance types.
Free Analysis Dashboard
Net worth tracking, cash flow analysis, financial ratios, and Monte Carlo retirement projections — all calculated instantly.
Advisor Integration
Export your plan data to eMoney, RightCapital, MoneyGuidePro, Orion, and other advisor platforms with one click.
Privacy First
Your financial data stays on your device. No accounts required, no data sent to servers. You own your data completely.
Scenario Comparison
Model "what if" scenarios — adjust retirement age, savings rates, or market returns and compare outcomes side by side.
Family Planning
Include spouse, dependents, and family members. Track joint assets, shared expenses, and combined insurance coverage.
Supported Integrations
Export your financial plan data to any of these advisor platforms.
Ready to Get Started?
Create your comprehensive financial plan in minutes — completely free.