Plan your financial future in just five minutes. For free.

Households with financial plans are 2.5x more likely to save enough for retirement.

Reach your goals

Explore your financial strengths and weaknesses, compare your current retirement forecast with your target trajectory, and review your key financial performance indicators.

Discover your financial wellness

Measure your progress with grades across 10+ categories, find out what you are doing well and where you can improve, and track your progress over time.

Get personalized action items

View specific, prioritized recommendations for your unique needs and find Savology partner deals to start improving immediately.

What people say about Savology

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“Savology was quick, simple, and easy! It gave me great advice on how to add value to my family’s financial plan. This is the financial app I have been looking for.”
Jonathan V.
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"Savology was extremely helpful in starting my family's financial plan. The process was simple to use and understand. It's given me very clear next steps on how to begin building my family's financial wealth."
Jordan P.

Plan smart, save smart.

Frequently asked questions

A financial plan is more than just an analysis of where you are right now with your personal finances, it is also a strategic game plan for achieving future objectives across all areas of your financial life. An effective plan should include a savings strategy, a risk management plan, tax optimization strategy, an estate plan, and a retirement roadmap.

Savology uses hundreds of key indicators, metrics, and calculations to create a comprehensive plan, holistic report card, and personalized recommendations to help you improve your financial situation.

Traditional financial planning takes hours of fact finding, preparation, calculation, and analysis to prepare a plan for you. Savology uses proprietary technology and algorithms to create a financial plan for you in about 5 minutes. You can then use all the time you saved to start working on the personalized action item list.
Savology recommends specific steps for you to take based on your financial situation and your goals. Recommendations are geared towards obtaining financial security by paying off debt, increasing your savings rate, managing risks, and preparing for retirement. Depending on where you are in your financial journey, you could expect personalized recommendations to build an emergency fund, open a retirement account, adjust your insurance coverages, create an estate plan, refinance your mortgage, or much more.

Absolutely! Savology plans to improve the financial situation for millions of people and that wouldn’t be possible without being accessible and affordable. So it doesn’t cost you anything to get a free plan, report card, and recommendations.

You can take your plan and its recommendations anywhere to implement, but Savology also partners with trusted providers and market leaders to make it easier or cheaper to complete many of the recommended action items. Some of these partners compensate Savology when you choose to use or learn more about their services. If you like your Savology plan, please explore our partners that help make it all possible.

The first step is to complete your personal profile here. This is done by completing the financial survey with your basic information. It takes about 5 minutes to do so for most people depending on how complex your financial picture is and how on top of your finances you are.