Chat naturally about your money and get instant, personalized advice. It's like having a financial advisor in your pocket – but completely free.
No more spreadsheets or complicated software—just a friendly conversation with your AI assistant.
Connect your financial accounts securely or input your financial information manually. Your data is encrypted and protected.
Ask questions in plain English. No need to learn complex software - just talk naturally about your money.
Receive instant insights, future projections, and answers to 'what-if' questions to make smarter financial decisions.
It's that simple. Your AI assistant handles the complexity while you focus on making better financial decisions.
With AI, your finances are just a conversation away. Whether you're tracking expenses, saving for a goal, or wondering if a financial decision is a good idea, just ask.
How much did I spend on groceries last month?
2:14 PM
You spent $350 on groceries in June. That's 10% more than last month. Would you like tips on how to save on groceries?
2:14 PM
Yes, please.
2:15 PM
You could save 15% by shopping at Trader Joe's instead of Whole Foods, or by using these coupons I found. I can also help you create a grocery budget. What would you prefer?
2:15 PM
What if I save $200 more per month? How would that affect my retirement?
2:16 PM
Great question! If you save an additional $200/month, you could retire 3 years earlier with $147,000 more in your retirement fund. Would you like me to create a savings plan to reach this goal?
2:16 PM
No need to learn complex menus or formulas. Just ask your questions in plain English.
Your AI assistant analyzes your data and provides immediate, personalized answers.
See how different financial decisions could impact your future in real-time.
"It's like having a personal financial advisor available 24/7, but without the expensive fees."
Powerful AI capabilities that make managing your money as easy as having a conversation.
Your finances explained in simple, conversational terms. Ask questions, get insights instantly - no complex menus to navigate.
See where your money goes—AI helps categorize and summarize your expenses automatically with smart insights.
Want to know how your finances will look in 6 months? Your AI assistant can forecast your financial future based on trends.
Wondering how a new job or purchase might affect your finances? Simply ask the AI and get real-time answers.
Get personalized financial recommendations based on your spending patterns, goals, and current situation.
Your data is protected with the highest security standards. You control what you share, and we never sell your information.
Get the sophisticated analysis that typically requires expensive financial advisors or complex software— through simple AI conversations.
Get sophisticated financial modeling that typically requires expensive software or financial advisors. Just tell our AI your goals, and get probability-based retirement forecasts instantly.
With Fi Plan AI
No complex spreadsheets or expensive consultants needed
Traditional Approach
Competitors require manual data entry and complex interfaces
Plan for major life events like buying a home, having children, career changes, or starting a business. AI automatically adjusts your entire financial plan when life happens.
With Fi Plan AI
Conversational planning that adapts to life changes
Traditional Approach
Manual milestone tracking with static calculators
Get personalized tax strategies that typically cost thousands from tax professionals. AI analyzes your entire financial picture to minimize lifetime tax burden.
With Fi Plan AI
Instant tax-efficient strategies in plain English
Traditional Approach
Complex tax software or expensive CPA consultations
Stay ahead with the latest AI-powered financial strategies, practical tips, and insights from our experts.
Retirement Planning
Discover how Fi Plan's advanced Monte Carlo simulations provide probability-based retirement forecasts, stress test your portfolio against market volatility, and help you plan with confidence.
Tax Strategy
Learn how Fi Plan's AI analyzes your entire financial picture to provide personalized tax strategies including Roth conversions, tax-loss harvesting, and withdrawal sequence optimization.
Life Planning
Explore how Fi Plan's intelligent milestone planning automatically adjusts your entire financial strategy for major life events like buying a home, having children, or changing careers.
See how Fi Plan's AI has helped real people save money, invest smarter, and achieve their financial goals faster.
"Fi Plan's AI helped me find $400/month in savings I didn't even know existed. The chat interface makes financial planning feel like texting a friend who's really good with money!"
"I was skeptical about AI financial advice, but after 3 months with Fi Plan, I've optimized my investment portfolio and I'm on track to retire 3 years earlier. The AI really gets it."
"As a busy entrepreneur, I don't have time for traditional financial planning. Fi Plan's AI gives me instant, personalized advice whenever I need it. It's like having a CFO in my pocket."
Watch how real users transformed their financial lives with Fi Plan's AI assistance.
Trusted by users at these companies:
We use top-of-the-line security to protect your financial data. Your privacy and security are our top priorities.
Your financial data is protected with 256-bit SSL encryption - the same standard used by major banks.
You decide what information to share. We never access your accounts without explicit permission.
We never sell your information to third parties. Your financial data stays private, always.
Our Promise: We will never sell, rent, or share your personal information with third parties for marketing purposes.
Everything you need to know about your AI-powered personal finance assistant.
The assistant uses machine learning to analyze your financial data, offering tailored advice based on your habits and goals. It learns from millions of financial scenarios to provide personalized insights that are relevant to your specific situation.
Still have questions?
Contact our support teamJoin thousands who've taken control of their finances with AI assistance. Start chatting in under 60 seconds – no credit card, no catch.
Start today and get a free personalized financial health reportafter your first week of using Fi Plan.
