| What it does | Retirement and financial scenario planner with real tax math
| A personal CRM that picks one person a day to help you stay in touch
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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
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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.
| Free: The whole daily habit including your circle with cadence for each person, daily nudge and conversation starters, one-tap messaging and reach-out log. Premium: US$4.99/month or US$49.99/year with everyone due today in one swipeable set, the cadence board, richer conversation starters, and choic
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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
| - Daily nudge with one person to reach out to
- Set contact frequency for each person (weekly, fortnightly, monthly or quarterly)
- Notes and conversation history from previous interactions
- Conversation starters built from interests
- One-tap messaging to your usual messaging app
- Encrypted at rest storage of names, notes and life events
- AI-generated suggestions that never see contact names
- No ads and no tracking
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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
| - One person per day instead of a backlog of many
- AI-generated suggestions that never see your contacts' names
- Handoff to your messaging app without creating another inbox
- Built-in conversation starters from interests and links to share
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| Community votes | 0 | 0 |
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| DR (Domain Rating by Ahrefs) | 1 ● no change since last check | Not checked yet ● no change since last check |
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| Trust Flow (Majestic) | 0 | 0 |
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| Citation Flow (Majestic) | 23 | 13 |
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| Referring domains (Majestic) | 51 | 1 |
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