What's the whole picture?
Not a report that sits in a drawer gathering dust. Your story is the same plan, told as one narrative from your own numbers — and it rewrites itself every time a number changes.
One story, chapter by chapter
Where you stand today. Where the money goes each month. What you owe. The life events on the road ahead — the house, the kids starting school, the year you stop working. Whether your family is protected. What retirement looks like. What you leave behind. And, last, what to do next.
Each chapter is written for your household, in order of what matters most to you, with its own picture beside it: the net worth curve, the cash flow, the timeline, the retirement projection.
A plan you can read is a plan you'll act on. Nobody rereads a fifteen-page PDF.
Written from your numbers, not a template
The narrative is generated from your plan — your accounts, your income, your events, your province. It doesn't guess at a number and it doesn't round to make a point. When it says the RESP covers three of Emma's four years, that's the RESP projection talking.
Every figure in the story comes from the same engines that run your projections and your taxes.
Never out of date
Change a contribution, move a retirement date, pay off the car: the story is rewritten. Open it a year from now and it's a year further along, not a year older. That's the difference between a document and a plan.
A plan is only useful while it's true.
$99/year Free through 2027.
Calculators and learning content are free. The planning app is free through 2027, then $99/year per household.
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