Get a plan that fits your life—simple, practical, and always within reach.
Each module creates your custom financial blueprint. These aren't your typical modules. We aim to make every step as fast and seamless as possible so each user has a minimal amount of work.
Opening a High-Yield Savings Account is one of the easiest ways to grow your money faster with little risk. This blueprint shows you how to pick the right account so your savings work harder for you.
If you pay rent every month, you should get credit for it. This blueprint will automatically build your credit as you rent and report your rent payments to credit bureaus. This way, your biggest expense finally boosts your credit score.
Investing can feel intimidating, but this module makes it simple and approachable. It will do the heavy lifting for you and show you where to begin and why starting small is often the smartest move. By the end, you’ll walk away with a clear, personalized plan to start growing your wealth with confidence.
Adopting a pet is exciting, but it also comes with new expenses. This blueprint helps you prepare for the upfront costs of adoption, the monthly care budget, and the unexpected vet bills that may come along the way. With a clear plan, you’ll know exactly what it takes.
Student loans can feel overwhelming, but this blueprint helps you create a clear repayment strategy. From understanding interest rates to exploring forgiveness programs and refinancing options, you’ll learn how to pay off your loans faster and with less stress.
Buying a car is a big step, and this blueprint helps you prepare for the full cost. From saving for a down payment to factoring in insurance, maintenance, and loan terms, you’ll know exactly what you can afford before you shop.
Renting an apartment is more than just covering the monthly rent. This blueprint helps you budget for security deposits, utilities, renters insurance, and moving costs so you know exactly what to expect before signing a lease.
Rolling over a 401k keeps your retirement savings working for you when you change jobs. This blueprint guides you through moving your funds into an IRA or new employer plan so you avoid penalties and keep your money growing.
Living without a budget feels like your money disappears the second you get paid. This blueprint automatically creates you a personalized plan so you finally know where every dollar goes, and how to take back control.
Rewards credit cards if used correctly can save you money. At this point, we believe you are in a good position to do so.
Make sure the right people are listed on your accounts, insurance policies, and estate documents. Keeping your beneficiaries up to date helps avoid complications later.
Keeping all your money in the wrong account can silently cost you. This blueprint will rebalance across checking, savings, and other accounts so your cash is safe, earning interest, and always available when you need it.
A Health Savings Account (HSA) is a powerful way to save on medical costs while building long-term wealth. This blueprint walks you through setting one up, so you keep more money in your pocket today, and in the future.
Start putting money aside for your future by contributing to retirement accounts like a 401(k) or IRA. The earlier you start, the more time your money has to grow.
Take a look at your current insurance coverage to make sure it fits your needs. This includes health, life, auto, and other key policies.
Your credit score is like a financial report card, and it follows you everywhere. This blueprint builds your credit for you step by step, so you unlock better rates, bigger opportunities, and more freedom.
Start setting money aside for your child's future, whether for education, a first car, or building generational wealth. Small, consistent savings add up over time.
Review your existing trust or start the process of creating one to help protect your assets and ensure they’re passed on according to your wishes.
Set up a basic brokerage account so you're ready to invest when the time is right. This gives you flexibility to grow your money outside of retirement accounts.
Every three months, you'll update your credit score so you can track progress and stay on top of your financial health. We do not track it. This is for your eyes only.
We’ll scan your budget for recurring expenses or subscriptions you can cut. Small changes can free up $250 or more each month for your goals.
Life happens. Jobs change, cars break, and bills don’t wait. This blueprint builds you an emergency fund so unexpected expenses don’t throw your entire plan off track.
We’ll take a quick look at your credit to help you understand where you stand. This won't impact your score and gives you insights to guide your next steps.
Before you build a full safety net, start small. This blueprint will seamlessly set aside your first $1,000 so unexpected costs don’t derail you. This will help you gain the momentum to keep building long-term security.
Debt is one of the biggest obstacles to financial freedom. This blueprint helps you instantly build a step-by-step plan to pay it down faster, so you can stop drowning in interest and start moving forward.
Overview for getting a credit card
This module is where you will add all of your items. You can track all of your property overtime to understand what investments have been best.
