A financial planner's playbook.
Now built for everyone.
No $250,000 minimum. No confusing jargon. Finmagix gives you clear guidance and practical next steps across 12 areas of your financial life—with you always in control. Build your plan, your way!
Your whole financial life, covered.
12 modules cover all parts of your financial life! All Ages! All life situations!
Financial Health Checkup
Your whole picture in one clear score.
Financial Stress Test
How a sudden shock would hit you.
Tax Efficiency
Keep more of what you already earn.
Debt Strategy
A payoff order that actually makes sense.
Protection Review
Whether your coverage truly holds up.
Social Security
Time your claim for the most benefit.
College Funding
Fund school without derailing retirement.
FIRE Planning
Map an earlier, financially independent exit.
Retirement Planning
Will your money last as long as you?
Longevity Planning
Plan for a long, well-funded life.
Estate Basics
Make sure your wishes are documented.
Investment Frameworks
Invest with structure, not guesswork.
Built for every stage of the journey.
Finmagix meets you where you are today — and keeps up as life changes.
Starting Out
First job, first big choices. Build a foundation that holds.
Building a Family
Mortgage, kids, college, coverage. Juggle it all with a plan.
Retirement
Will it all add up? Pressure-test the finish line before you cross it.
Post-Retirement
Make it last: income, longevity, and the legacy you leave.
Six-figure thinking, no six-figure minimum.
- Industrial-grade tools to get a complete picture of your financial life.
- Modules anchored in CFP planning principles.
- Taxes, debt, insurance, estate, and Social Security — thought through in one place, not scattered across five apps.
- Built for the ~85% of households below the asset minimum most advisors require.
- Structure before a big financial decision — not a sales call.
Not a budgeting app. Not a $250k advisor. Your planning toolkit for your entire financial wellness!
Financial planning your way!
A breakthrough tool. It flags real risk items — disability insurance, estate planning — without a sales pitch. Financial vital signs in minutes.
It's so simple it walks you step by step through what to enter — and the analysis is intuitive enough to actually plan your way to retirement.
It created an income statement and balance sheet of my household finances, plus useful breakouts on debt, net worth, and how much life insurance I should carry. A comprehensive view in one place.
Bring Finmagix to the people you already serve.
We partner with credit unions, community banks, employers, non-profits, advisors to bring Finmagix to your members to improve their financial wellness.
Credit unions
Give members structured planning without adding headcount.
See how it worksCommunity banks
A plain-language planning layer under your own brand.
See how it worksEmployers
A financial-wellness benefit people actually open.
See how it worksNon-profits
Serve the households traditional advice leaves out.
See how it worksAdvisors
Bring structure to prospects below your asset minimum.
See how it worksSee where you stand — in about twenty minutes.
Run the free checkup, get your Financial Fitness Score, and find the one or two things worth your attention first.