The Features that Power Your Financial Plan

Understand how each feature impacts your goals, your cash flow, and your long-term outlook.

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Life Plans. Build plans around your biggest goals, compare strategies, and see exactly how each decision shapes your future.

Total Financial View

Everything you own, owe, and earn, right where you need it.

Connect your bank, investment, loan, and credit accounts through Plaid with view only access. Your balances and transactions stay updated automatically, so your plan reflects real life. Build projections with live data and get a clear view of your entire financial picture in one place.

Life Plans

Build plans around your biggest goals, compare strategies, and see exactly how each decision shapes your future.

Create named plans around life goals like buying a home, changing jobs, or retiring early. Each plan models the long-term impact on your net worth, cash flow, and retirement timeline — so you can choose the path that works best for you.

Budgeting

Map where your money goes and control your spending with clarity.

Map out recurring and changing expenses, track inflows and outflows, and identify where savings can come from. See spending breakdowns, plan for future lifestyle shifts, and estimate how much you can safely spend in retirement.

Guided Planning

AI trained to help drive your financial plan with friendly, personalized guidance.

AI reviews your financial plan and flags where things may be off track. It helps you see how your accounts and savings align with your goals and highlights when risk may be higher than expected. Fiscor also runs Monte Carlo simulations to show a range of long term outcomes and how your plan performs across different future scenarios.

More than the basics

The tools that turn a plan into confidence

Everything works together, using your real numbers, so every decision is grounded in what actually happens next.

Your Fiscor Score

One simple score, 300 to 850, for your whole financial life. Watch it climb as you make smarter moves.

Will your money last?

We run thousands of what-if life tests so you know how likely your plan is to go the distance.

See it from every angle

Watch your net worth, income, spending, and taxes play out across your whole life.

Compare two paths

Put two plans side by side and pick the future you like better.

Plan as a household

Add your partner and plan your money together, as one.

Retirement, answered

Know when you can retire, when to take Social Security, and what you can safely spend.

Plan for real life

Try any big decision before you make it, and see exactly how it changes your future.

  • Buying a home
  • Changing jobs
  • Retiring early
  • Having a child
  • Paying off debt
  • Selling a property
  • Taking Social Security
  • Starting a business

What you'll see when you log in

From signup to clarity in three steps

Add your money in minutes

Securely link your accounts, or type them in by hand. Either way, you are set up fast.

See your future instantly

Your net worth and retirement outlook appear the moment your details are in.

Try any big decision first

Thinking about a home or a career move? See the impact before you commit.

See your money's future

Set up your plan in minutes. Cancel anytime before your trial ends, at no cost.