Start here
Free
$0 forever
Full interview and one written plan. No card.
- Thirty minute interview
- One written plan
- Link accounts optional
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4
Plans: Free, Core, Plus, Premium
Never moves money
Account linking. We never move money.
$99
Core, billed yearly
$228
Plus, billed yearly
$468
Premium, billed yearly, with two CFP sessions
A written plan
The interview produces a document you can open, not a dashboard you have to interpret.
Never moves money
Linking is optional. Banks, cards, loans, investments. We never move money.
Honest status
Goals are On Track or At Risk. SMS account notifications name the goal.
Software, not advice
Not investment, tax, or legal advice. The disclaimer stays visible.
You keep the accounts
Unlink, export, or delete everything. Switch the AI off. You still move the money.
The interview is the product
Up to thirty minutes. You can stop after five and still get a usable plan.
