Financial AI Assistant

Analyze your data, set realistic goals, and reach financial freedom faster.

Set and Achieve Big Financial Goals

Define your financial independence goals in a conversational chat with our AI, and receive a personalized action plan with milestones.

Empower

Empower Your Financial Journey with AI

Planner

AI Financial Goal Planner

Engage with our AI to set clear financial goals and receive personalized action plans with step-by-step milestones to accelerate your path to financial independence.

Optimize

Smart Income Allocation

Optimize your finances with AI-driven insights on income and expenses. Discover strategies to save more, spend wisely, and invest effectively.

Projection

Goal Chart Overview

Visualize your financial future with interactive charts. See projected portfolio growth, monthly investments needed, and potential passive income to stay motivated.

Score

Financial Health Analysis

Our AI analyzes your financial data to give you a health score from 0 to 100, along with actionable insights to improve your financial well-being.

Gamification

Engaging Financial Journey

Make managing finances fun by earning rewards and leveling up as you track expenses, invest, learn new lessons, and achieve your financial goals.

Simulator

Financial Independence Simulator

30 years
$1,000
$500/month
$4,000/month
10%
20%
60% Stocks / 40% Bonds
You can retire at age 75
with $4,134 monthly passive income!