Pricing

MODERN INVESTMENT TRACKING

Free

Starter

Perfect for getting started with financial planning

Basic home affordability calculator

Budget analysis (up to 3 months)

Goal setting and tracking

Educational resources

Get Started

$19

/month

Goal Achiever

Everything you need to achieve your financial goals

Everything in Starter

AI budgeting analysis

Unlimited budget optimization

Timeline acceleration strategies

Get Started

$49

/month

LIFE GOALS

For multiple major goals (house + wedding + vacation)

Everything in Goal Achiever

Multiple goal tracking

Savings optimization strategies

Progress tracking and alerts

Get Started

Free

Starter

Perfect for getting started with financial planning

Basic home affordability calculator

Budget analysis (up to 3 months)

Goal setting and tracking

Educational resources

Get Started

$19

/month

Goal Achiever

Everything you need to achieve your financial goals

Everything in Starter

AI budgeting analysis

Unlimited budget optimization

Timeline acceleration strategies

Get Started

$49

/month

LIFE GOALS

For multiple major goals (house + wedding + vacation)

Everything in Goal Achiever

Multiple goal tracking

Savings optimization strategies

Progress tracking and alerts

Get Started

Need an enterprise solution?

Our Institutional plan offers custom solutions for investment firms with unlimited tracking, storage, and advanced features.