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Everyone Can Plan

iPhone 16 Pro Max - Home- Portrait.png

The new way to quickly, easily, and securely plan your financial future. Available for licensing.

Quick

~ 15 minutes

Create a financial plan

Income 

8 streams x 2 adults

Adjustable start and end dates

Secure

Data on device only

Encrypts data once phone is locked

Future events

Layer financial events

Remove from plan at any time

Long term

Projects 40+ years

25
65
90

Apple + 
 

Phones, tablets, foldable + desktop

iOS, macOS, visionOS + Android

Estimates taxes

Uses latest personal income tax tables

Federal, state, provincial, regional & social tax

Grow savings

Add salary deductions

For savings and retirement accounts

Family

Up to 5 people

2 Adults who produce income from age 18 + 3 dependents

Expenses

Helps estimate

Based on machine learning and adjustable

24

Retirement systems

State pension, employer and individual retirement plans

Invest planner

With asset history

No financial advice provided
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