The thinking of a financial planner, finally priced for the rest of us.
Twelve AI-driven modules informed by CFP and CFA principles, covering every part of your financial life. For the 85% who plan without an advisor on speed dial — or want to crunch the numbers on their own.
Six small steps. Nothing demanding.
From a three-minute intake to a structured read of your financial life. You move at your pace.
Tell us a little.
Up to ten short questions. About three minutes. Skip what you want.
We point you somewhere to start.
Based on what you told us, we suggest up to five places to start — the ones people in similar spots often find useful first. You can ignore us. You can start anywhere.
Your dashboard — we call it Your Quiet Index — shows where you've explored, what scored where, and where the next interesting thread might be. No streaks. No shame. Just a clean read of where you are.
Run a module.
Five to fifteen minutes. Each one gives you a structured read of one slice of your financial picture.
Intuitive charts that show where you stand. Six dimensions of financial fitness, with how you compare to the average American at your age.
Review your Results.
Finmagix will display your results using intuitive charts and graphs. You can also review a PDF summary.
Read the Finmagician's (your AI friend's) analysis.
After every analysis, you get a human-language summary. Not a list of "next steps." Not a sales pitch. A read of your situation, with paths worth thinking about and what to watch for.
Explicit assumptions. Alternative paths. Honest limitations. Always for thinking, not prescribing.
See the bigger picture.
Once you've run a couple of modules, we surface what they confirm, where they pull in different directions, and what we still don't know enough to speak to. We don't pick winners. You do.
Scores at a glance across everything you've run, where things converge and pull apart, and a ranked list of areas worth thinking about next.
Three tiers. No paywalls.
Every module is visible to every user. You can read about what Pro does before you decide if Pro is for you.
- Financial Fitness Score
- Financial Stress Test
- Tax Efficiency
- Insurance
- Debt Strategy
- Social Security
- College
- FIRE
- Retirement Planner
- Wealth Builder
- Longevity Calculator
- Estate & Legacy
Five things, structurally, the platform cannot do.
- Tell you what to buy.
- Pick stocks, funds, or insurance products for you.
- Take commissions, referral fees, or product placements.
- Pretend to be your fiduciary.
- Sell your data.
“It's like having a friend who actually understands money— and won't make you feel dumb for asking.”
A small thing worth thinking about this week.
Inspired by — and informed by — CFP Board and CFA Institute standards. Finmagix is an educational decision-support platform; it is not a registered investment adviser and does not provide personalized investment, tax, or legal advice. For advice tailored to your situation, consult a licensed professional.