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Simple, transparent pricing

One plan unlocks the full advisor workspace: optimizers, stress testing, budget planning, exports, publishing, and security controls.

Free

$0

Forever

  • Adjust initial conditions only
  • No saving or exporting
  • No scenario comparison
Get Started

Pro Monthly

$9.99/mo

Billed monthly

  • Advisor dashboard, clients, and saved scenarios
  • Roth, Social Security, ACA MAGI, and budget planning tools
  • Stress testing & resilience grading
  • Full variable control, including ordinary income and Schedule E cash flow
  • Save, load, compare, export, and review projection tables
  • Article publishing, MFA, recovery codes, and purchase restoration
Best Value

Pro Annual

$99.99/yr

$8.33/mo — save 17%

  • Advisor dashboard, clients, and saved scenarios
  • Roth, Social Security, ACA MAGI, and budget planning tools
  • Stress testing & resilience grading
  • Full variable control, including ordinary income and Schedule E cash flow
  • Save, load, compare, export, and review projection tables
  • Article publishing, MFA, recovery codes, and purchase restoration

Have a beta trial code? You can enter your promotional code at checkout.

Payments are securely processed by Stripe. Cancel anytime from your billing portal. All prices in USD.