YOUR MONEY
IN DIFFERENT SITUATIONS,
WITH ACTIONABLE STEPS
Evaluate your options and control your finances before making your next big move
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Features
Personalized Experience
Get a personalized, 1 of 1 financial experience tailored to your unique situation.
Tailored Solutions
Receive custom solutions for your specific situational money problems.
Actionable Steps
Follow clear, actionable steps to replace bad money habits with good ones.
Future Planning
Get automatic future-based planning to prepare for what's ahead.
How It Works
1
Add Your Financial Data
Upload a budget spreadsheet or connect to Plaid to securely share your financial history
2
Get Your $ Analyzed
We evaluate your money habits and financial patterns to identify opportunities
3
Receive Tailored Solutions
Get personalized recommendations and actionable steps to improve your financial situation