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See how today’s saving and spending impact your goals – college, retirement, travel, and more – in minutes. No spreadsheets. No guesswork.
Real Financial Clarity for Busy Families
Gain Financial Clarity
Introducing Wealth Coach
Wealth Coach is a new kind of financial wellness app designed for families who want a clear, simple view of their future.
In just five minutes, you’ll see how your income, savings, and spending decisions shape what matters most – from kids’ college to retirement and everything in between.
We make planning easy, visual, and judgment-free. No financial jargon. Just smart guidance built around your real life.
What Makes Wealth Coach Different
We designed Wealth Coach to make confident money decisions simple — no spreadsheets, no jargon, just clear insights for real families.
See Your Full Picture
Get a clear view of your income, spending, savings, and goals in one simple dashboard. Know exactly where you stand — and where you’re headed.
Accessible Money Clarity
Understand what’s actually usable today versus what’s tied up in long-term accounts. Plan confidently without guessing what’s “safe to spend.”
What-If Scenarios
Test decisions before you make them. See how buying a home, changing jobs, or adjusting savings can move your retirement or college goals up or back.
Smart, Personalized Alerts
Get friendly reminders and insights when your trends start drifting off track — plus suggestions to help you stay aligned with your goals.
How Wealth Coach Works
Step 2:
See your personalized snapshot – Instantly understand where you stand and how your choices affect your timeline.
Step 1:
Answer a few quick questions – Tell us about your household, income, and goals.
Step 3:
Get ongoing insights – Wealth Coach tracks progress and sends helpful alerts as life and expenses change.
Step 1 - Answer a few quick questions – Tell us about your household, income, and goals.
Step 2 - See your personalized snapshot – Instantly understand where you stand and how your choices affect your timeline.
Step 3 - Get ongoing insights – Wealth Coach tracks progress and sends helpful alerts as life and expenses change.
