Simple, Transparent Pricing

Choose the plan that's right for you and start your journey to financial independence. All plans come with a 14-day free trial.

Free

Basic tools to get started

$0/month
  • Net worth tracking
  • Basic expense tracking
  • Simple retirement calculator
  • Limited data history (3 months)
  • Community forum access
MOST POPULAR

Pro

Advanced tools for serious planners

$9.99/month
  • Everything in Free
  • Detailed expense analysis
  • Advanced retirement projections
  • Portfolio optimization
  • Unlimited data history
  • Data export (CSV, PDF)
  • Priority support

Enterprise

For financial advisors and teams

$49.99/month
  • Everything in Pro
  • Team collaboration (up to 10 users)
  • Client management
  • White-label reports
  • API access
  • Dedicated account manager
  • Custom integrations

Feature Comparison

FeatureFreeProEnterprise
Net Worth TrackingBasicAdvancedAdvanced
Expense TrackingBasicDetailedDetailed
Retirement ProjectionsSimpleAdvancedAdvanced
Data History3 MonthsUnlimitedUnlimited
Portfolio Optimization
Data Export
Team Collaboration
API Access
White-label Reports
SupportCommunityPriorityDedicated

Frequently Asked Questions

Answers to common questions about our plans and features

Can I cancel my subscription?

Yes, you can cancel your subscription at any time. You'll continue to have access until the end of your billing period.

Is my data secure?

We take security seriously. All your data is encrypted and we never share your information with third parties.

Can I upgrade or downgrade my plan?

Yes, you can change your plan at any time. Changes will take effect at the start of your next billing cycle.

Do you offer a free trial?

Yes, all paid plans come with a 14-day free trial so you can try before you commit. If you decide it's not for you, you can cancel anytime during the trial period.

How do I get started?

Simply sign up for a free account, and you'll have immediate access to our basic features. You can upgrade to a paid plan anytime.

Do you offer refunds?

We offer a 30-day money-back guarantee if you're not satisfied with our service for any reason.

Ready to Start Your Financial Independence Journey?

Choose the plan that's right for you and take the first step toward financial freedom.

Start Your Free Trial