Your Financial Manager

From planning to tracking, we help you build a financial future with clarity and confidence—no hidden assumptions, just your goals.

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Build a Financial Plan that's You

Our do it yourself app has no hidden assumptions so you can feel confident you've created a plan that matches your life.

Person using financial planning app on laptop with charts displayed.
Cash flow forecasting chart for upcoming months

Command Center for Financial Management

Unified workspace that aggregates balances, tracks net worth, and helps you create financial plans.

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Everything you need to create a financial plan

Make a plan, take action and track your progress to live a better financial life.

DIY Financial Planning

Model income changes and major milestones with no hidden assumptions.

Make a Plan and Take Action

After creating your financial plan with confidence track your progress against it. No matter what life throughs your way you'll have confidence in the path taken.

Stay aligned with your goals

Individual logins but one shared portal. So you and your partner can stay aligned.

Plan on your terms

Start free, no card required. Upgrade to Basic for the full planning suite, or Premium for bank sync and AI assistance.

Free

No card required

Try FIManager, track your finances and build a plan.

$0/month
Full Dashboard
Track Current Finances
Net Worth and Cash Flow History
Build a Financial Plan
Run a Monte Carlo success rate

Basic

Best for manual tracking

Manual tracking for budgets, balances, and personal goals.

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DIY Planning
Cash Flow Projections
Monte Carlo Simulations
Compare Scenarios
Cash Flow and Net Worth Tracker
Project and Track
Manually track expenses and account balances

Premium

Full platform access

Unlock connections, automations, and AI assistance when you need more.

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Everything in Basic
Link Accounts with Plaid
Automatic Transaction Sync
Automatic Balance Sync
Update Categories with AI

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