Financialfitnesspassport
Financial guidance software with AI coaching, personalized Retirement Number™, and smart calculators
💬 What is Financialfitnesspassport?
Financial guidance software with AI coaching, personalized Retirement Number™, and smart calculators. No bank linking. Privacy-first design.
Financial guidance software with AI coaching, personalized Retirement Number™, and smart calculators. No bank linking. Privacy-first design. Free shows you where you stand. Pro helps you improve it. Complete a quick self-assessment to get your temporary Passport Score, then unlock your full roadmap, planning tools, and Penny AI coaching with Pro — all without linking your bank accounts. Free to see your score. Unlock the full roadmap with Pro. No bank linking required. Privacy-first. No bank linking. Your data stays yours—export or delete anytime. Latest podcast: Episode 79 - Scott Zuckerman & the Financial Fitness Passport on Frugalocity — Listen on Spotify →
Key features (from financialfitnesspassport.com)
- Estate documents — key provisions, beneficiaries, what to review
- Employee benefits guides — health plan tradeoffs, 401k match, HSA/FSA, equity compensation
- Investment statements — allocation, fees, concentration risk
- Tax returns — effective rate, income sources, withholding insights
- Create your account
- Complete onboarding self-assessment
- Get your temporary Passport Score
- Everything in Free, plus:
💬 Community sentiment (from public reviews)
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