Simple pricing.
Free for the basics. Pay once or by the year for the magic.
7-day free trial on Monthly & Annual — cancel anytime, no charge
Monthly
$4.99/ month
7-day free trial included
Cancel anytime. Try everything.
Best value
Annual
$39/ year
Save 35% vs. paying monthly.
7-day free trial included
Save 35% vs monthly. Best for consistent users.
Everything paid plans include
- AI Insights — plain-English plan analysis
- Live what-if sliders — instant projections
- Monte Carlo uncertainty bands
- Tax-aware withdrawal modeling
- Withdrawal Plan strategies
- Family / kid-account linking
- CSV import (Mint, YNAB, banks, brokerages)
- AI bank-transaction categorizer
- Daily auto-backup email
- Save unlimited what-if scenarios
30-day money-back guarantee. No questions asked.
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