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Simple, transparent pricing

Start free with Starter, or unlock everything with Pro. No credit card required for the free plan.

Starter

No credit card required

Free forever
Start free
  • 1 scenario
  • Core projections
  • Account types: Canada (RRSP, TFSA, FHSA, Non-registered); US (401(k), IRA, Roth, taxable)
  • Overview charts & key stats
  • Data stored locally on your device
  • Basic support
  • Tax analytics
  • What-if scenario planning
  • Benefits optimization
  • Ask AI
  • Cloud backup
  • No persistence
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Pro

7 days free

$120 per year($10.00/mo)
Start free trial
  • Unlimited scenarios
  • What-if scenario planning
  • Benefits analytics (government benefits optimization)
  • Withdrawal strategies (VPW, 4% rule, Guyton-Klinger)
  • Milestone tracking (Financial Independence, Retirement goals)
  • Account types: Canada (RRSP, TFSA, FHSA, Non-registered, RESP); US (401(k), IRA, Roth, taxable)
  • Real estate & asset tracking
  • Liability & debt management
  • Advanced tax modelling
  • Tax estimation analysis
  • Scenario runs (500+ simulations)
  • Stress testing
  • Cashflow sankey charts
  • Income vs expense views
  • Projection tables
  • Detailed annual/monthly breakdown of projections
  • Full data persistence across sessions
  • Local or cloud data storage - your choice
  • Export & share projections
  • Priority support
  • Countries supported: Canada, US

Pro+

7 days free

$192 per year($16.00/mo)
Start free trial
  • Everything in Pro
  • AI agent (Ask AI about your scenario)*
  • Unlimited scenarios

* AI agent (Ask AI) only works in cloud mode.