Plans built around your next decision
Start free with your cash flow and net worth. Upgrade when you want the plan to keep watching your budget for you.
Starter
See where you stand today.
$0 forever
- Guided financial intake
- Cash flow & net worth dashboard
- Printable summary
- Up to 3 goals
Most popular
Planner
Stay on track month after month.
$12 per month
- Everything in Starter
- Unlimited goals
- Budget targets & variance tracking
- Automatic off-track alerts
Wealth
A full picture, kept current for you.
$29 per month
- Everything in Planner
- Linked bank & investment accounts
- Automatic balance syncing
- AI assistant that reads your plan
Educational tool — not investment, tax or legal advice.