Your financial plan in 20 minutes or less
Your Plan is ready in 5 easy steps. Just pick your goals, prioritize your needs, set a plan budget, and get ready to start fulfilling your dreams!
Pair each goal with the right account
Learn what financial products suit best each of your goals, and compare each product across multiple financial providers.
Track your progress - anytime, anywhere
Once you set your financial goals, we will track your progress, let you know if you fall behind, and help you get back on track.
No appointments needed - just you and your dreams
Stop wasting your time and money on endless appointments. Instead, get the answers you need from the comfort of your home.
Multiple goals - one single stop
Whether it is planning for retirement, paying your debt faster, or figuring out how to save for your next vacation - getting answers to these questions should be the easy part. Finally, no more scrambling around from website to website. With Finally, you get a calculator specifically designed for each of your goals and get your financial plan started!
Financial planning calculators
Plan your steps toward retirement
Pay your debt faster
Car purchase: leasing or buying?
Emergency fund: how much is enough?
Mortgage payments based on home value
It all starts with a financial plan...
of Canadians don't know if they will ever achieve their financial goals
of Canadians have never had a financial plan
of Canadians with a financial plan, are confident they will achieve their financial goals
We track your goals so that you stay on target
We know it's hard to keep track of all the plans you've wanted to accomplish in life. But we also know how it feels when suddenly you realize you won't have enough money for that trip you were looking forward to, and you blame yourself for not planning your finances more carefully. We get it. That's why we're here.
Always be in the know
Track your bank account balances all in one place
Get notified when your plan savings hit their destination
Track your goal progress and adjust your plan so you never fall behind
A plan specifically designed for you
Everybody is different, and your financial plan should reflect that. Set your maximum budget, adjust your goal deadlines, reprioritize your goals based on your ever-changing needs, and much more!
Simple user interface
We make it easy for you to set up your goals, track your progress, and follow through with your financial plan.
A marketplace for your goals
Is your bank account helping you maximize your savings? We are here to help. Compare banking accounts across several providers to help you reach your goals faster!
Simple pricing, instant sign up
Enjoy a better financial planning experience
Financial planning should be available to every Canadian, regardless of their financial situation. Finally, we are here to help you get where you want to be.