Financial Planning

We have invented a money management solution that aims to extend the life and vibrancy of money.

A Unified System of Consumer Finance

Our system of money management reflects a deeply held belief that all consumer finance decisions are interconnected. Our proprietary technology integrates the world economy, your finances, investment markets, government policies and tax codes, and big data into a single decision-making platform. What this means for you: a personalized money management solution that unleashes the potential of your money.

Our dynamic plans adapt to the global economy and your life.

Our health, lives, and priorities change as we age. So does the world around us. That’s why we regularly update personalized financial plans based on member feedback and any economic shifts we observe.

We plan around your priorities.

We know that everyone has different priorities. Some of our members want to guard against the worst possible outcomes in life. Some want to live on the edge as they strive for new goals and opportunities. Whatever your priorities are, we work with you to build and manage a personalized plan.

Adventurous dreams can come true.

Have a “moonshot” dream? Maybe you’ve always wanted to race a Formula One car, spend a month watching Shakespeare performed at the Stratford Festival, or visit Madagascar. Our personalized financial plans help you reach those dreams, while also protecting your other priorities.