FINANCIAL PLANNING
Create a plan
A personalized plan that shows you exactly what to do with your money.
From day-to-day decisions to long-term goals,
everything works together in one plan.
CREATE MY PLAN
What should I focus on financially right now?
One clear plan. No guesswork.

Plan for real life.

From saving and investing to major life decisions, Workplay builds a clear plan for whatever you’re working toward.

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Your Financial Plan
Current Net Worth
$90,765
Target Net Worth
$2,095,164
Plan Progress
33%
6 of 18 steps completed
Bank Account Rebalance
Keep your budget aligned with real life.
TAP
Get an HSA
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TAP
Save for Retirement
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TAP
Insurance Review
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TAP
Build Credit
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TAP
Save for Children
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TAP
Create or Review a Trust
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TAP
Open a Brokerage Account
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TAP
Credit Review
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TAP
Find an Extra $250
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TAP
Create an Emergency Fund
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TAP
First Credit Review
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TAP

How it works

Simple steps, personalized to your finances.

Choose a blueprint

Pick a financial goal, like buying a car or getting a pet. Each Blueprint includes everything you need to get there.

Get a plan built for you

Designed to match your finances today and adapt as life changes.

Track Your Progress

Complete steps as you go. Your plan adjusts automatically as your life changes.

Everything you need

Smart tools that help you plan for every stage of life.

Retirement Planning

Understand what you’ll need to retire comfortably, and how to get there.

Major Life Events

Plan confidently for big moments like buying a home, having kids, or changing careers.

Scenario Planning

See how different choices affect your future, before you make them.

Your personal financial roadmap

No more guesswork or spreadsheets, just a clear plan for what to do next.

Real-time adjustments
Your plan updates automatically as your life changes.
Scenario modeling
See how different choices affect your future, before you make them.
Progress tracking
See your progress through clear milestones over time.
Create Your Financial Plan Today

Join thousands of users who are already achieving their financial goals with AI-powered planning.

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