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Build a Tailored Financial Plan

No Appointments Needed

Your financial plan in 20 minutes or less
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
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
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
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.

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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

It all starts with a financial plan...

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

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 month

  • Up to 2 Financial Goals
  • Product/Account Comparison
  • Manual Bank Account Linking
  • Automatic Goal Tracking
  • Automatic Money Movement
  • CashBack Program
Select Plan
Introductory Rate (Limited Offer)
$499

per month

  • Unlimited Financial Goals
  • Product/Account Comparison
  • Automatic Bank Account Linking
  • Automatic Goal Tracking
  • Automatic Money Movement
  • CashBack Program
Select Plan
Premium
$1499*

monthly

  • Unlimited Financial Goals
  • Product/Account Comparison
  • Automatic Bank Account Linking
  • Automatic Goal Tracking
  • Automatic Money Movement
  • CashBack 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.