Everything you need for a calm financial life
Ditch the scattered apps and spreadsheets. Connect your accounts to see your full picture, build a stable foundation, and grow your money—all in one quiet space.
Investments
3 accounts
$47,892.41
Fidelity 401(k)
Fidelity
$32,450.00
Cash: $1,200.00
Roth IRA
Vanguard
$12,892.41
Cash: $450.00
Brokerage
Charles Schwab
$2,550.00
Cash: $2,550.00
See your full picture
Securely link all your accounts to see your true net worth
Ask in plain English
Get answers from an AI that speaks like a friend, not a banker
$90
spent so far
$5,000
total budget
$450
$132
Build smarter budgets
Master your spending with automatic budgets
Monitor performance
Track your investments against the markets to know how your money is really doing
Equity
42%
$7,248.72
Fixed Income
25%
$4,316.50
Crypto
15%
$2,589.90
Alternatives
12%
$2,071.92
Cash
6%
$1,035.96
Grow your wealth
Professional investment guidance that helps you build the life you want
I'm 32 with $50k saved. Should I max out my 401k or pay down my student loans first?
Great question! If your employer matches 401k contributions, capture that first, it's free money. Then focus on loans above 6% interest. I can build you a custom payoff plan.
Get expert guidance
Talk to human financial experts and planners when you need them
...and so much more
