Top financial advice was built for the wealthy.We built it for everyone else.
Twelve modules covering every part of your financial life — grounded in the same CFP and CFA frameworks the professionals use, in plain language, with you in charge.
For people who plan without an advisor — or only see one now and then.
Twelve modules covering every area of your financial life.
Modern technology does the heavy lifting; you make every call.
A wellness platform built for real clarity — not another budgeting app.
Not another budgeting app
Budgets track the past. Finmagix helps you decide what's next.
Spend apps
From sign-up to your first useful look in under twenty minutes.
No long onboarding. No bank connection on day one. Just a short conversation about what's going on, then a clear place to start.
Tell us what's going on.
Up to ten short questions about your life, your goals, and what's on your mind. Skip whatever you'd rather not answer.
About two minutesSee where to focus first.
Based on your answers, we surface up to five modules people in similar spots often start with. Suggestions are suggestions — you can run any module in any order.
About one minuteWork through a module when you have a few minutes.
Paths to consider, with trade-offs, assumptions, and risks plainly laid out. The platform records your thinking automatically so you have a clean history later.
Five to ten minutes eachWhat it looks like.
A glance at the dashboard once you've worked through a couple of modules — your Quiet Index, the scores across what you've explored, and the cross-module summary one click away.
The engine behind the modules.
A frontier AI does the analysis work. CFP and CFA advisors wrote the rules it has to follow. You get the structured thinking of a planner without the $250,000 minimum.
- 01Twelve areas of your financial life, one platform
- 02AI-assisted analysis grounded in your actual situation
- 03Trade-offs laid out clearly — the deciding stays with you
Finmagix is a breakthrough toolfor helping individuals and families take the next step toward their financial fitness. Unlike traditional tools that simply display metrics like net worth and cash flow, Finmagix takes it further with actionable recommendations based on the user's goals.
It also highlights key risk management items like disability insurance and estate planning — without a sales pitch.With this cutting-edge solution, people can get an assessment of their financial “vital signs” in minutes.
Finmagix is changing the game when it comes to personal finance, and I highly recommend it as a starting point.
Twelve sides of your financial life.
Each module is a structured way of thinking about one area. Start with whichever feels most relevant — or follow the suggestions we surface after the intake. Every module in every tier is visible. No paywalls — just clear, plain-language thinking.
Financial Health Checkup
A look at how things sit across six everyday parts of your money life.
Financial Stress Test
How long would things hold up if income paused for a while?
Tax Efficiency
Common places people leave money on the table without meaning to.
Bring Finmagix to the people you already serve.
We partner with credit unions, community banks, employers, and CFP advisors who want to offer this to their members, employees, or clients. Quiet integration. Same plain-language voice. No commission strings.
Your whole financial life, covered.
Twelve modules, two of them free forever. Hover any tile to see what it coversEach tile is one part of your financial life — start with a checkup and explore the rest whenever you're ready.