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Own your Financial Story

There are plenty of places for "financial advice". Take control and build your own money plan.  Test out strategies, learn what fits, and design your financial journey.

This is Your Money Story,

Not Someone Else's 

Let's be real—there's a ton of financial advice out there. From TikTok gurus to big bank websites, everyone has something to say. But how do you know what’s right for you? Imagine a playground where you can test out financial tips and tricks, see what fits, and actually watch your money moves play out. Dive in, try different strategies, and find your financial fit. It’s about making smart money moves that feel right for the future you want.

Add Your Financial Story

Set Your Personal Goals

Design Your Plan

Money decisions today determine your financial future. Your budget, debt, and savings are interconnected parts of a financial ecosystem. Learn how each piece of your finances form a complete plan. With this knowledge you are empowered to create the life you want. 

How This Works

We believe in telling the full financial story. Our EyeOnFi simulator helps you understand:

Today's Story

Our platform is designed to be user-friendly and simple to add your current money moves and get a clear and honest view of your situation

Everyone has a unique story for their finances, and it can't be contained in one single template. That's why we allow you to incorporate various aspects of your financial life so you can understand where your money goes beyond just a monthly budget

Tomorrow's Story

As you enter your current money story, our calculators go to work and develop the trends to give you a clear picture of where you are headed. With this information you can understand how decisions today impact your financial future.  

Goal-Based planning that enables you to see how adjustments today can impact your future

Plans that go beyond a monthly budget or retirement target-date

a couple vacationing on a beach with the waves crashing in front of them as they sit in a

Your Story

Finances can be overwhelming and scary. However, when you are empowered with the knowledge of where it's going you can take control and build the story you want.

Net Worth Trends

Spending Forecast

Future Value Forecasts

Retirement Estimator

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