Phase 1 · Foundation

Cash-flow financial planning, modernized for the AI era.

A modern approach to cash-flow projections, tax modeling, and household-first advice—built for independent advisors and the clients they serve.

Profile, members, dependents, and key planning dates in one place.

Separate logins with role-based access. Clients see only what they should.

Ask questions and model scenarios with an AI fluent in the household plan.