Budgets, goals, net worth, 90+ calculators, bank linking, and a client portal — everything a financial coach needs to run their practice and keep clients on track, in one place.
Financial wellness
82 / 100
Income
$6,000
Expenses
$3,450
Cash flow
+$2,550
90+
Financial calculators
1
Portal for every client
0–100
Wellness score engine
Bank
linking via Plaid
From the first budget to lifelong wealth — tools for the coach and the client.
Monthly budget grid with a transaction tracker that maps every expense to the right category.
Savings goals with contributions, progress history, and goal-reached celebrations.
Assets, liabilities, and a 0–100 financial-wellness score with a clear breakdown.
Loans, retirement/FIRE, investing, taxes, real estate — with charts and plain-language explanations.
Securely connect accounts (Plaid) and auto-import transactions into the budget.
Coach and client chat, with email/SMS and browser push notifications.
One-click PDF and Excel reports of a client budget and financial summary.
Interval goal reminders and weekly summaries keep clients accountable between sessions.
Row-level security, two-factor auth, and encrypted access to sensitive financial data.
Start free. Upgrade as your practice grows.
Turn spreadsheets into a real practice — and clients into financially healthy households.
Start free