| What it does | Retirement and financial scenario planner with real tax math
| Tax and financial planning from a CPA and Financial Planner team for one flat fee
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| Stage | Not given
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| Founded | Not given
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| Based in | US
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| Pricing model | Freemium
| Freemium
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| Pricing | Free: one plan with the full engine and real tax math. Pro: $9 per month or $69 per year, includes more plans, compare two side by side, year's cash flow, Monte Carlo range, Roth conversions, and rentals.
| Software plans: Basic $20/month, Pro $100/month, Ultra $200/month, each with a 7-day free trial. Advisor plans (software plus CPA and Financial Planner team): Essential $3,600+/year, Plus $4,800+/year, Premier $12,000+/year. Additional state, K-1, or brokerage account: $150 each. Rental properties o
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| Key features | - Real tax math with federal brackets, state tax, and FICA calculated each year
- 401(k) and IRA rules including contribution limits and employer match
- Mortgage amortization with property tax and insurance
- Rental property calculations with rent, vacancy, and upkeep
- Social Security adjusted for claim age
- Required minimum distributions with IRS rules
- Roth conversion modeling
- Monte Carlo analysis with market volatility
- Compare two plans side by side
- Spouse planning with separate ages and Social Security claims
| - Connect financial accounts securely with read-only access
- AI-powered financial forecasting and scenario planning
- Dedicated CPA for tax planning and filing
- Dedicated Financial Planner for retirement and wealth management
- Tracks for organizing financial projects and decisions
- Estate and beneficiary planning coordination
- Multi-state and international tax coverage options
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| What makes it different | - No bank connection required; you enter your numbers manually for complete privacy
- Detailed tax math applied year by year based on actual rules and limits
- One plan stays completely free forever with the full engine
- Compare different life decisions and scenarios on a single chart
- Export or delete your data anytime with no lock-in
| - All-in-one: AI software, CPA, and Financial Planner on one integrated team
- Flat fee pricing instead of percentage of assets
- Tax filing included on every Advisor plan
- 30-day money-back guarantee on Advisor plans
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| Community votes | 0 | 0 |
| DR (Domain Rating by Ahrefs) | 1 ● no change since last check | 34 ● no change since last check |
| Trust Flow (Majestic) | 0 | 10 |
| Citation Flow (Majestic) | 23 | 37 |
| Referring domains (Majestic) | 51 | 78 |