Financial Health Checkup
Your overall financial fitness score across 6 key dimensions
FreeAI-powered financial planning
Know your complete financial picture — in minutes
12 CFP-standard planning modules. Personalized to your life stage and goals. For less than the cost of one coffee a week.
No credit card required · Free Health Checkup included
12Planning modules
5 minPer assessment
CFPStandard analysis
$19Per month
FreeTo get started
What Finmagix covers
Every area of your financial life
Most planning tools cover one thing. Finmagix covers all 12 — in one personalized roadmap.
Financial Stress Test
How long would your finances survive a job loss or emergency?
FreeRetirement Readiness Planner
Are you on track to retire when you want to?
ProLongevity Calculator
Will your money last as long as you do?
ProTax Efficiency Score
Are you paying more tax than you need to?
Recommended PackDebt Strategy Optimizer
The fastest, cheapest path out of debt — built around your numbers
Recommended PackProtection & Insurance Optimizer
Are your family and income properly protected against the unexpected?
Recommended PackEstate & Legacy Planner
Make sure your assets go where you intend — not to probate
ProCollege Savings Planner
Are you on track to cover college costs for each child?
Recommended PackSocial Security Optimizer
When should you claim? Worth up to $180,000 in lifetime difference
Recommended PackFIRE Calculator
What would it actually take for you to retire early?
Recommended PackWealth Builder
Is your investment strategy working for your goals and time horizon?
ProHow it works
From sign-up to financial clarity in under 20 minutes
Tell us about yourself
Answer 5 questions about your life stage, goals, and financial priorities. Takes 2 minutes.
Get your personal roadmap
We identify the modules most relevant to your situation and show you where to start.
Build your financial picture
Complete each assessment at your own pace. Each one takes under 5 minutes and gives you actionable insights.
Partnership opportunities
Built for institutions too
Offer Finmagix as a financial wellness benefit to your members, employees, or clients.
Credit Unions & Community Banks
Member financial wellness
Give every member a personalized financial plan. Deepen engagement and differentiate from larger banks.
From $8/member/month
Employers
Employee wellness benefit
Reduce financial stress in your workforce. Financially healthy employees are more productive and engaged.
From $10/employee/month
CFP Advisors
Client planning tool
Use Finmagix as your client onboarding and planning tool. White-labeled with your firm's branding.
From $299/month per advisor
Start todayYour financial picture
Your financial picture
is waiting.
Free Financial Health Checkup included. No credit card required. Takes 5 minutes to start.
For educational purposes only. Not financial advice.