A Plan is a living forecast of your whole financial life: net worth, cash flow and tax, decades ahead. You build it once in a short wizard, then watch it update as your real money changes.
Start a plan
Open Plans in the sidebar. On a fresh account you'll see No projections yet, with three cards previewing what you'll get: a Net-worth projection, a Cash-flow Sankey and Tax analytics. Click Create your first plan.
No projections yet
A projection models how your money grows over your lifetime — retirement, milestones, income and spending, all in one living chart. Build your first one in about 5 minutes.
The Plans empty state, with three previews of what a projection gives you.
Give the plan a Plan name and click Create plan.
Name the plan. You can build several and compare them later.
Meet the wizard
A plan is set up through a nine-step wizard, listed down the left as Setup steps: Get Started, Your Profile, Milestones, Assumptions, Income, Expenses, Investment, Real Assets and Review & Run. Move through with Continue and Back.
Get Started
A quick tour of what you'll set up. It takes about 5 minutes, and you can change anything later.
The wizard's nine steps. The linked articles below walk through each stage.
Note: Nothing here is locked in. You can revisit any step, or the whole wizard, via Edit in wizard, and re-run the plan whenever your situation changes.