Free tools
See your money laid out.
Each one runs right in your browser. Type in your own numbers, look at the picture, and bring what you notice to a conversation if you'd like a second set of eyes.
The money map
Every account you have, drawn on one page: cash, investments and debts.
- See everything in one place, across every custodian
- Spot accounts you'd forgotten about
- Nothing is saved or sent
Coast FI sandbox
"Have I saved enough to coast?" depends on four guesses. Enter your own and see how much each one moves the answer.
- No pre-filled assumptions: every guess is yours
- Try what-ifs side by side
- Nothing is saved or sent
SEP IRA vs. Solo 401(k)
For creators and solo business owners: compare how much each account lets you contribute.
- Uses this tax year's published limits
- Side-by-side comparison
- Confirm the numbers at IRS.gov
The money checkup
Ten quick questions about how your money is set up. At the end you get a printable page of the questions worth bringing to a professional.