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Build a Personalized Financial Plan

No Appointments Needed

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Build a tailored financial plan in 5 easy steps
Build a tailored financial plan in 5 easy steps

Your Plan is ready in 30 minutes or less. Just pick your goals, prioritize your needs, set a plan budget, and start fulfilling your dreams!

Learn to pick the best bank account for each of your goals
Learn to pick the best bank account for each of your goals

Learn what financial products suit best each of your goals, and compare each product across multiple financial providers.

Track your Progress and Adjust your Plan - Anywhere, Anytime
Track your Progress and Adjust your Plan - Anywhere, Anytime

Once you set your financial plan, we will track your progress, notify you if you've fallen behind, and help you get back on track.

Do all this from the comfort of your Home!
Do all this from the comfort of your Home!

Stop wasting your time on endless appointments with multiple advisors. Instead, get the answers you need directly from the source.

Don't need a Financial Plan? Think again...

75%

of Canadians don't know if they will ever achieve their financial goals

51%

of Canadians have never had a financial plan

80%

of Canadians with a financial plan, are confident they will achieve their financial goals

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Beauty of simplicity

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

PROACTIVE, NOT REACTIVE

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

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Simple pricing, instant sign up

Free
$0

per year

  • Up to 2 Financial Goals
  • Compare Bank Accounts and Financial Providers
  • Add & Update your Bank Balances Automatically
  • Automatic Plan Tracking and Progress Notifications
  • Automatic Money Transfers between your accounts
  • CashBack Incentive Program
Select Plan
Standard (50% off - Limited Offer)
$50

per year

  • Unlimited Financial Goals
  • Compare Bank Accounts and Financial Providers
  • Add & Update your Bank Balances Automatically
  • Automatic Plan Tracking and Progress Notifications
  • Automatic Money Transfers between your accounts
  • CashBack Incentive Program
Select Plan
Premium
$150

per year

  • Unlimited Financial Goals
  • Compare Bank Accounts and Financial Providers
  • Add & Update your Bank Balances Automatically
  • Automatic Plan Tracking and Progress Notifications
  • Automatic Money Transfers between your accounts
  • CashBack Incentive Program
Coming Soon
Still have a question? Ask your question here

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.