Build a Free Financial Plan

Fast. Free. Totally Anonymous.

We make financial planning easy

Take a 5 minute quiz

Totally anonymous. Email optional.

Receive your plan instantly

See how you compare to your peers

Take action

Personalized to-do list

Families thrive with financial plans

Used by tens of thousands of families

“Easy, step-by-step plan of attack."

Created by pros with decades of experience

"Simple and easy to understand what used to seem like rocket science."

Peer comparisons help you take action

“It gives me a positive direction in written form.”

What's in your financial plan


Written in plain English


Math (if you want it)

Solution Guide

Customized for you

What's NOT in your financial plan

No personal information

No name or accounts. Nothing specific or identifying. Email totally optional.

No login or subscription

Answer questions. Get a PDF. No cost. No catch.

No sales people

Fully automated. Help available if needed.

Free help available

Inside your plan is an option to connect to help (from a real person) for free. You can email questions or set up a video call to review your plan.

Build your financial plan

Why your financial plan is free

Many of our users take immediate action to improve their financial life through the best-in-class, curated solutions in their plan. If you choose to use one of our partners we may receive a small fee. But, you have absolutely no obligation. When you use our partners you help make free financial plans available to more people.

Build your financial plan

Get started today

It's free, simple, and anonymous. Build your own financial plan in 5 minutes, see how you compare to your peers, and find out if you are on track for financial independence.

Build your financial plan