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Personalized to-do list

Trusted by billions of dollars, thousands of families

“Easy, step-by-step plan of attack."

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

On average our users discover savings of $3,500 per year.*

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

Designed by the pros

While the quiz is simple, the plan is created from decades of financial planning and advisory work at firms like Morgan Stanley, Merrill Lynch, Wells Fargo and more. It also combines ideas from leading influencers and identifies the least risky strategies to make this the ultimate DIY financial plan.

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Welcome to

What's in your financial plan


Simple dashboard


No bias. Just facts.

Solution Guide

Customized for you

Why your financial plan is free

Our team has invested hundreds of hours researching best-in-class solutions. We put the results of this research in a solution guide that is customized for you. If you choose to use one of our partners we may receive a small fee. But, you have absolutely no obligation. No subscription. No sales people. No catch.

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Eliminate the number 1 cause of stress

Financial Plan + Action = Low Stress. Money can be that simple.

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