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Everyone Can Plan
The new way to quickly, easily, and securely plan your financial future. Available for licensing.
Quick
~ 15 minutes
Create a financial plan
Secure
Data on device only
Encrypts data once phone is locked
Income
8 streams x 2 adults
Adjustable start and end dates
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
Helps estimate
Expenses
Based on machine learning and adjustable
23
Retirement systems
State pension, employer and individual retirement plans
Invest planner
With asset history
No financial advice provided
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