Ideal For
Calculating retirement funding percentage
Simulating debt payoff strategies
Tracking financial health without bank links
Generating financial reports and PDFs
Key Strengths
Privacy-first design
No bank linking required
Passport Score provides a clear readiness metric
Core Features
AI-Powered Passport Score: Provides a 0-100 readiness metric
Retirement Number Calculator: Tracks progress toward financial independence
Privacy-First Design: No bank linking required
Debt Plan Simulator: Snowball vs. Avalanche strategies
Penny AI Coach: Personal, actionable guidance