Alternatives

Products that do what ART AND SCIENCE OF SUCCESSFUL PLANNING does

Plan smarter, Secure your future with confidence.

1
Carry▲337
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2
Ultimate Financial Health OS▲137
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3
Fantasy Startup▲98
Financial sophistication is the new investing standard
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4
Uprise▲356
We optimize your financial life, for free
2022
5
FinFit▲113
Expertly crafted GPT-4 prompts for financial planning
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6
Better Off▲152
Estate planning that just makes sense.™
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7
Maybe▲342
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8
Path, by Wealthfront▲218
Automated financial planning
2017
9
Money Management▲131
The easy way to take control of your finances
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10
Hatch▲78
Financial planning made simple and accessible to all
2018
11
Savology▲96
Free financial planning in 5 minutes. Plan smart. Save smart
2020
12
Blox▲190
Supercharge your financial planning and modelling
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13
MCC Financial Smart Wealth Program▲1
Strategic planning to grow and secure your financial future
Apr 2026 · mccfinancial.org
14
Uprise Ask Us Anything▲150
Spot-on answers from our CFP financial experts, 100% free
2022
15
Notion Finance Tracker & Goal Planner▲120
Streamline your finances, streamline your life
2023
16
Planswell▲112
Building unbiased financial plans for free in under 3 mins
2018
17
Finiscus▲75
Create personal finance models to plan your future expenses
2022
18
forekastr▲83
Get visibility on your current and future finances
2020
19
NoFi▲108
Notion personal finance template with automated data entry
2023
20
Purchase Plan▲81
Not a wish list but a plan
2022
21
Long-term Portfolio by Public.com▲128
Lock in the investments you believe in for the long-term
2020
22
Plan▲87
Finance tracker for goals, incomes, savings in one place.
2020
23
Carefull▲89
Organize and protect your parent's finances
2021
24
Certaincents▲65
Simple financial planning
2019

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