Access Plans & Pricing

You have plenty to lose in future without a little planning. With a small investment, you get direct access to the driver's seat and save a fortune over a visit to a conventional financial advisor that may cost thousands.


A starter plan for those new to personal finance and wealth planning.
  • Get interactive real time robo advice and modeling
  • Access privately and securely from any device
  • View the Overview report only
  • Adjust market and inflation rates
  • Adjust retirement and life expectancy ages
  • Customize retirement income and expenses
  • Regular email support


Our most popular plan for those wanting more powerful customization and in-depth reporting.
  • Includes everything in Basic
  • View all reports, including Overview, Net Worth, Asset, Debt, Income, Expenses, Retirement, Home and Taxes
  • Make advanced asset and debt adjustments
  • Compare Start and Goal scenarios
  • Compare anonymously to others when available
  • Priority email support


A plan for those that want all the basics, customization, reporting and to get their hands on the underlying data.
  • Includes everything in Basic
  • Includes everything in Advanced
  • Access data models
  • Priority email support


Take it for a spin for free. You won't get access to everything, but you'll get an idea of what it can do for your personal finance and wealth. No sign up or payment required.

Extend Access

If you've recently purchased Access and it's still active, you qualify to extend your same plan access for 360 days for the price of New Access.

Upgrade Access

If you're ready to change plan, no problem. Add any Extended Access Plan to change to that plan. You'll get the balance of your existing plan term plus the new Extended Access term.

Gift Access

Tired of giving the same old same. Give someone the gift that keeps on giving. Your small investment can change life fortunes. All gifts are for 30 days of new access.

Learn More

Unlike popular expense tracker or credit score apps that focus on only one part of your finance today, our app takes your important information and builds a virtual and interactive model of your whole future finance and wealth in the cloud.