Take Control of Your Lifetime Financial Journey!

Budget. Forecast. Plan for Success.

Financial planning software for you. Powerful and flexible while easy to learn and use. Secure and cloud-hosted. Gain peace of mind knowing that all of your financial decisions today are part of a comprehensive and personalized plan for the future.

Budgeting

Focus Spending on What Matters, Now and in the Future.

• Create detailed budgets with annual, monthly and weekly spending by category.
• Sort by annual totals to see where you are planning to spend the most.
• Apply inflation adjusted budgets to forecasts at any future point to see the impact of changes.
• Automatically adjust spending for inflation over time in your forecasts.

Lifetime Viability Forecast

Chart Your Path to Financial Security.

• Determine the best lifestyle you can live today consistent with your long term goals.
• Experiment freely controlling all forecast assumptions.
• Invest smarter once you understand your needs and tolerance for risk.
• Easily make updates to alway reflect your current realities and expectations.

Life Events

Completely Personalize Your Plan.

• Adjust your forecast wherever needed to account for all expected future changes, not just retirement.
• Account for achieving your life goals like purchasing a home or funding your children's college as well as planning for your retirement.
• Assess your ability to weather adverse financial events like a period of unemployment or health crisis.

Scenarios

Manage Uncertainty by Planning for Different Possible Outcomes.

• Create, save and graphically compare multiple versions of your Forecasts.
• Compare how variations in things like predicted returns, inflation, spending and income impact your Forecasts.
• Plan for likely best and worst case scenarios.