Pricing
Simple, honest pricing.
Build for free. Pay only when you're ready to see — and keep — the actual numbers.
Free
$0 / forever
Everything you need to fully set up your household and a plan.
- Unlimited people in "My Household"
- Unlimited accounts in "My Accounts"
- Up to 50 saved plans, up to 25 accounts each
- Full plan configuration & assumptions
- 1 free plan preview — full calculation + Excel export
- Unlimited calculate & export
Paid
$8.99 / month
or $74.99 / year Save 30%
Unlock the actual projection, for as many plans as you like. Cancel anytime.
- Everything in Free
- Unlimited saved plans
- Run & save full projections
- Multi-sheet Excel export
- Manage or cancel anytime
| What's included | Free | Paid — $8.99/mo or $74.99/yr |
|---|---|---|
| My Household & My Accounts | ||
| Saved plans | Up to 50 plans (≤25 accounts each) | Unlimited |
| Plan configuration & assumptions | ||
| Run projection (RMDs, taxes, income) | 1 free look, ever | Unlimited |
| Excel export | 1 free look, ever | Unlimited |
| Best states to retire in (Compare States) | ||
| Social Security claiming-age comparison | ||
| Roth Ceiling Optimizer | ||
| Monte Carlo stress-testing |
Billing is handled securely through Stripe. You can manage or cancel your subscription at any time from your account.