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It's easy to get started, and it only takes minutes.

Mentorship Savings Planner

Not sure if you’re saving enough to meet your Retirement Planner goals? The Savings Planner feature can show you an annual savings range that will project a 70% chance of reaching your retirement goals.

Teaching Budgeting

Organize your spending and savings automatically by date, category, or merchant. Set a monthly spending target and easily see if you are tracking over or under your plan.

Cash Flow Education

See what has come in and gone out in the past 30 days so you can stick to your spending and savings goals.

Education Planner

We’ll help you estimate and plan how much you should be saving today to cover education costs down the road.

Mentorship Investment Checkup

See how well your investments are performing, and how they could do even better, with the Investment Checkup class. Compare your current portfolio allocation to the ideal target allocation designed to minimize risk and maximize returns to meet your financial goals.

Fee Analyzer

See if you’re losing money through hidden fees in your mutual fund, investing, and retirement accounts.

Personal Strategy

Personal Strategy is a personalized, diversified multi-asset class portfolio with enhanced diversification that’s directly linked to your financial goals.

Employer Plan Analysis

The investments in your employer retirement plan should complement your Personal Strategy. Upload a list of your available fund options and we'll help you choose an allocation to align with your Personal Capital portfolio and long-term goals.