Guided Journeys
Follow a step-by-step path based on your life stage and goals
All Calculators by Category
Browse our complete library of 24 financial calculators
Popular Calculators
Quick access to our most-used tools
Download Excel Templates
Every calculator comes with a downloadable Excel template for offline use
Browse All TemplatesNot Sure Where to Start?
Take our quick assessment to get a personalized recommendation based on your financial goals and life stage.
Why Traditional Financial Advice Falls Short
Most financial advice is designed around products—not your actual goals. See how we compare to traditional advisors.
Cookie-Cutter Plans
Traditional advisors rely on standardized models that ignore what actually matters to you—your dreams, your timeline, your unique circumstances.
Hidden Incentives
Commissions and kickbacks mean advice often benefits the advisor more than you. Our pricing is transparent.
Siloed Thinking
Investment advisors focus on investments. Tax advisors on taxes. Nobody looks at your complete financial picture or how decisions connect.
An AI Assistant That Actually Puts You First
No commissions. No product pushing. Just intelligent, personalized guidance based on your complete financial picture. Explore all features.
Goal-First Planning
- Start with what matters to you—not what's easiest to sell.
- Prioritize goals and see tradeoffs instantly. Learn more.
- Model scenarios before making big decisions.
Learn As You Go
- Plain-English explanations—no jargon or confusion.
- Contextual tips exactly when you need them.
- Dive deeper with our financial guides.
One Complete View
- All accounts in one place with real-time updates.
- Bank-level security via encrypted connections.
- Finally see how all the pieces fit together.
Smart Recommendations
- Advice built around your goals—not product sales.
- Tax-aware suggestions that save you money.
- Try our debt payoff calculator.
Financial Planning for Your Life Goals
Define and track what matters most—from retirement to a dream home, education, or career change. Our AI helps you visualize different paths and optimize your journey.
"MyFinancePlatform helped me visualize my retirement goals and showed me exactly what I needed to do. It's incredibly motivating!"
— Michael K., Pre-retiree
Actionable Insights, Not Generic Advice
Our AI analyzes your complete financial picture to deliver personalized guidance—free from sales incentives. Read about how AI helps with investment decisions.
Key Insights
- Emergency Fund Status
- Debt Payoff Acceleration
- Spending Pattern Analysis
Recommendations
- Savings Optimization
- Tax-Efficient Strategies
- Portfolio Rebalancing
Up and Running in 3 Steps
Our intuitive setup process gets you from signup to full financial clarity in minutes, not hours.
Quick Onboarding
Create your account in under 2 minutes. No credit card required to start.
Connect Securely
Link your accounts through Plaid's bank-level encrypted connections.
Get AI Insights
See your complete financial picture with personalized recommendations.
Your AI-Powered Financial Partner
Unlike traditional advisors, our AI provides objective, data-driven insights without any sales pressure. Learn more about us.
- Personalized Savings Strategies
- Optimized Investment Allocation
- Debt Reduction Roadmaps
- Tax-Efficient Planning
Built Different, On Purpose
We combine cutting-edge AI with user-centric design to help you take control of your financial future. See how it works.
AI-Driven Guidance
Personalized advice powered by machine learning—no commissions, no product bias.
Learn more →Holistic View
Connect all accounts to see your complete financial picture in one intuitive dashboard.
View dashboard →Automated Planning
Set goals, model scenarios, and automate your path to financial success.
Start planning →Bank-Level Security
Your data is protected with encryption and strict privacy protocols.
Learn more →Prefer to Start Simple?
Download our professional-grade templates and start organizing your money today—no platform required.
Get the Complete Suite
All 4 professional templates plus setup guides and real-world examples. One-time purchase, lifetime access.
Frequently Asked Questions
Have more questions? Visit our full FAQ page or contact us.
How does MyFinancePlatform ensure my data is secure?
We use bank-level encryption (TLS 1.2+) for all data in transit and at rest. We partner with Plaid for secure account linking—your credentials are never stored on our servers. Learn more about our security.
Is MyFinancePlatform a financial advisor?
MyFinancePlatform is an AI-powered financial assistant that provides tools and insights to help you manage your finances. We offer personalized recommendations, but we're not a registered financial advisor. Always consult a qualified professional for specific financial decisions. Read our disclaimer.
What are your subscription pricing tiers?
We operate on a subscription model with different tiers of AI features. This ensures our advice is unbiased and focused on your financial well-being—not on selling products or earning commissions. View pricing details.
What kind of accounts can I link?
You can link checking and savings accounts, credit cards, investment accounts (brokerage, 401(k), IRA), and loans (mortgage, student, auto). We support thousands of financial institutions through Plaid.
How accurate are the AI-driven insights?
Our AI uses machine learning and real-time data for accurate forecasting. While markets can be unpredictable, our tools help you make informed decisions. Try our What-If demo to see it in action.
Is there an iOS app available?
Our platform is fully responsive and works on all devices. A dedicated iOS app is on our roadmap—you can manage your finances anytime, anywhere. See all features.
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