Your Pocket CFO
AI Comprehensive Financial Planning
Transforming anxiety into confidence so you can focus on what matters
From Anxiety to Clarity
You know the feeling. Wide awake at 3 AM, worrying about money. You're not alone — 73% of Americans say money is their #1 stress. But what if you never had to feel that way again?
When can I retire comfortably?
Age 59 with $2.7M if you save $1,200/month
3 years earlier than planned
How much home can I afford?
Up to $650K in 18 months at current savings
$4,500/month is your sweet spot
Am I financially secure?
Yes, with 8-month emergency fund in place
Top 15% financial health score
Analyzing your financial situation...
I've analyzed your complete financial picture. Here's your retirement outlook:
Retirement at 59 with $2.7M projected
Monthly needed
$1,200
Success rate
94%
Your next 5 years look strong with positive monthly flow
78% of income optimized
Ask Anything. Know Everything.
Questions that keep you up at night. Answered before your coffee gets cold.
"What's the optimal withdrawal sequence from my accounts to minimize lifetime taxes while ensuring I don't run out of money?"
"What if I cut my restaurant spending by $200/month? How would that impact my retirement age and target?"
"If I take this new job offer, buy a home in 3 years, and have a second child, how does that affect my retirement timeline?"
"When should I claim Social Security and how should I coordinate it with my spouse's benefits to maximize our lifetime income?"
And that's just the beginning. Watch our AI tackle thousands more.
Everything You Need in One Place
Wealth Architect combines the best of today's five main personal finance categories
Budget Apps
- Simple UX
- Detailed
- Organized
Financial Planning Tools
- Comprehensive
- Precise
- Interactive
State of the Art AI
- 24/7
- Conversational
- Flexible
Human Planners
- Personalized
- Deep expertise
- Trusted
Financial Coaches
- Motivation
- Education
- Accountability
Wealth Architect
Budget Apps
Simple UX, Detailed, Organized
Financial Planning Tools
Comprehensive, Precise, Interactive
State of the Art AI
24/7, Conversational, Flexible
Human Planners
Personalized, Deep expertise, Trusted
Financial Coaches
Motivation, Education, Accountability
Wealth Architect
Be Among the First to Experience It
We're rolling this out soon. Join our waitlist to be notified when it's available and get early access to our revolutionary AI planning system.
Limited spots available