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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
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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