Take a 5 minute quiz
Totally anonymous. Email optional.
Totally anonymous. Email optional.
See how you compare to your peers
Personalized to-do list
“Easy, step-by-step plan of attack."
"Simple and easy to understand what used to seem like rocket science."
“It gives me a positive direction in written form.”
Written in plain English
Math (if you want it)
Customized for you
No name or accounts. Nothing specific or identifying. Email totally optional.
Answer questions. Get a PDF. No cost. No catch.
Fully automated. Help available if needed.
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.
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.
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.