Free
Educational tools
$0USD
- Anonymous retirement projections.
- Browser-only CSV, OFX, and QFX spending review.
- Manual inputs and published methodology.
- No card or bank connection required.
Pricing
Plan manually for free. Keep the full planning workspace with Planner.
Anonymous tools stay free. Planner adds deeper scenarios, simulations, progress tracking, retirement studies, reports, and recurring reviews.
Planner
Ongoing planning workspace
$9.90USD / month
Founding monthly price while the launch offer is available. Planned standard price: $14.90/month.
- Up to 10 saved plans and 10 scenarios per plan.
- Monte Carlo simulations and historical-market backtests.
- Progress snapshots and extended calculation history.
- Social Security, RMD, Medicare, withdrawal-order, and Roth-conversion studies.
- Printable reports, action lists, review schedules, and reminder emails.
- Manual entry and file import remain available.
Launch terms
Planner is currently offered only as a monthly subscription. Annual billing and Planner Plus are not for sale. Existing founding members keep their founding price while continuously subscribed to that offer. Taxes may be added at checkout where required.
Plaid connections are not currently available and are not required for Planner. Manual entry and browser-only CSV, OFX, and QFX review remain available. Planner does not provide individualized investment, tax, legal, or fiduciary advice.
Review the Terms of Use, Privacy Notice, and Refund Policy before purchase.