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Created by pros with decades of experience

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

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What's in your financial plan

Summary

Written in plain English

Detail

Math (if you want it)

Solution Guide

Customized for you

What's NOT in your financial plan

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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.

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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.

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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.

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