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Money Management
Net Worth University
Get an accurate view of your net worth—what you have minus what you owe. Understanding this number can help you make smarter decisions about how to manage your money.
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Mentorship Savings Planner
Not sure if you’re saving enough to meet your Retirement Planner goals? The Savings Planner feature can show you an annual savings range that will project a 70% chance of reaching your retirement goals.
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Teaching Budgeting
Organize your spending and savings automatically by date, category, or merchant. Set a monthly spending target and easily see if you are tracking over or under your plan.
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Cash Flow Education
See what has come in and gone out in the past 30 days so you can stick to your spending and savings goals.
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Long-term Financial Planning
Retirement Planner Class
See if your retirement savings are on track to retire by your target date and calculate your projected monthly income.
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Education Planner
We’ll help you estimate and plan how much you should be saving today to cover education costs down the road.
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Mentorship Investment Checkup
See how well your investments are performing, and how they could do even better, with the Investment Checkup class. Compare your current portfolio allocation to the ideal target allocation designed to minimize risk and maximize returns to meet your financial goals.
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Fee Analyzer
See if you’re losing money through hidden fees in your mutual fund, investing, and retirement accounts.
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Exclusively For Our Students
Financial Roadmap
This new course creates a customized pathway for your most important financial planning priorities, helping you stay on track towards your goals.
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Personal Strategy
Personal Strategy is a personalized, diversified multi-asset class portfolio with enhanced diversification that’s directly linked to your financial goals.
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Smart Withdrawal
It’s one thing to save for retirement. But Smart Withdrawal can help you spend your retirement savings the right way. Stay on budget, minimize taxes, and optimize your portfolio throughout retirement.
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Employer Plan Analysis
The investments in your employer retirement plan should complement your Personal Strategy. Upload a list of your available fund options and we'll help you choose an allocation to align with your Personal Capital portfolio and long-term goals.
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