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Pick the plan that suits you.

Start free, then choose Premium, Lifetime, or Advisor when you need more capacity and controls.

Free

For exploring the workflow with finite scenario capacity.

$ 0 .00 /month Always free
  • 2 scenarios
  • 4 events per scenario
  • 20 financial elements per scenario
  • Single member
  • System metrics
Get Access

Lifetime

A one-time purchase with every Premium entitlement and no subscription expiry.

$ 4 8 9 .99 one payment Lifetime access · billed once
  • Unlimited scenarios
  • Unlimited events per scenario
  • Unlimited financial elements per scenario
  • Multiple members per household
  • Custom metrics
  • No subscription expiry
Choose Lifetime

Advisor

For professional teams managing client planning work.

$ 4 9 .99 /month $599.99 billed annually
  • Unlimited scenarios
  • Unlimited events per scenario
  • Unlimited financial elements per scenario
  • Multiple members per household
  • 20 client profiles
Choose Advisor
WHY PREMIUM

Choose how far you want to take the plan.

Free lets you explore the model. Premium is for ongoing scenario work, Lifetime is the one-time Premium option, and Advisor is for client planning teams.

Increase your scenario capacity

Premium and Advisor provide room for repeatable what-if planning and larger client workloads.

Model the details that change the result

Use tax-aware modeling to make major income, expense, timing, and life-event changes more realistic.

Lifetime: pay once, keep access

Get full Premium access with a one-time Lifetime purchase.

Answers before you choose a plan

Yes. Premium includes a 7-day free trial. You need a valid payment method to start, but you are not charged during the trial.