Not rich?

Find out why.

Use this financial planner to see what you’re doing right and where you’re off track 

Download Now

Spending Analysis

Visualize your spending and monthly “fun money” aka discretionary budget

Net Worth Tracker

See your current net worth and projected net worth for the next ten years

Retirement Savings Calculator

Find out how much money you’re on track to save by retirement

📸 See the big picture

  • Get a snapshot of your budget, net worth, and progress toward retirement
  • Compare your results to recommended guidelines and the averages for your age group
  • Do a year’s worth of financial planning in minutes 

 

🔦 Locate your blind spots

 

  • Discover what you’re doing right and what you can improve
  • See which spending categories may be keeping your budget off balance
  • Visualize how debt impacts your net worth over time
  • Make changes based on data, not guesswork. 

 

đź’Ş Get money confident

 

  • Change inputs and assumptions to customize results 
  • Filter data with the click of a button
  • Learn how to prepare for your financial future 
 
Get Started

Planner Preview

Scroll through the images below to view select planner content, including a sample budget, net worth tracker, and retirement savings calculator 

"It takes as much energy to wish as it does to plan"

Eleanor Roosevelt

Disclaimer: This sheet is for educational purposes only and should not be interpreted as financial guidance or advice. Consult a licensed professional to learn more about your personal financial situation.