The financial planning tool that helps couples align on big decisions—retirement, rebalancing, major purchases—before making the move.
No credit card required.
Money is the #1 thing couples fight about. Not because you disagree on goals—but because you can't see the same picture.
"Every time we try to talk about rebalancing or retirement, it turns into an argument. We both have different spreadsheets and can't agree on what's right."
"I want to move $50K from bonds to stocks, but my partner thinks it's too risky. We have no way to see if it actually makes sense or not."
"We tried a financial advisor but they treated us like two individuals, not a team. And $3,000/year just to answer basic questions? That's insane."
A financial planning workspace built for couples who want to stop guessing and start aligning.
Stop maintaining separate spreadsheets. Stop wondering if your partner sees what you see. Finally work from the same playbook.
No more "wait, which spreadsheet are you looking at?"
Before you make a scary financial decision, test it together. See the impact instantly—no arguments, no guessing, no spreadsheet fights.
Both of you see the same numbers. Both of you make the decision.
Generic pie charts don't help you make decisions. Goals do. Organize your portfolio around what you're actually working toward together.
"Can we afford to have a baby?" Now you can actually see the answer.
No scary bank login required. Upload a CSV from your brokerage or enter data manually. You're in control.
"We almost didn't buy our house because we couldn't agree on whether we could afford it. A tool like this would have saved us months of arguments."
Sarah M.
Software Engineer
"My partner is cautious, I'm aggressive. We needed a way to test scenarios together without it turning into a spreadsheet war. This is exactly that."
Jessica T.
Marketing Professional
"Financial advisors kept treating us as two separate people. We needed something built for how couples actually make decisions together."
David R.
Engineer
Testimonials represent individual user experiences and are not guaranteed outcomes.
Test withdrawal scenarios. See how a down payment affects your other goals. Make the decision together with actual numbers.
Model the income change. See the impact on retirement. Know if it's doable—before you're sleep-deprived and stressed.
Run the numbers together. Test different scenarios. See if you can make it work—or if you need to wait.
Stop arguing about whether to rebalance. Upload your portfolio, see your current allocation vs target, explore the options.
Model withdrawal rates. Test market downturn scenarios. Get on the same page about whether early retirement is realistic.
Before you make an emotional decision you'll regret, stress-test your portfolio together. See what a real downturn means for YOUR goals.
| Feature | Spreadsheets | Traditional Apps | Financial Advisor | WealthPlan |
|---|---|---|---|---|
| Couples-first design | Separate sheets | Individual accounts | Separate meetings | Built for two |
| Explore scenarios together | Complex formulas | View only | $2K-10K/year | Unlimited |
| See the same dashboard | Version conflicts | Individual view | Email PDFs | Real-time sync |
| Goal-based planning | Manual tracking | Basic goals | Custom plans | Automated |
| Privacy control | Full control | Must link bank | Full access | Optional CSV |
| Cost | Free | Free-$20/mo | $2K-10K/yr | $12/month |
Pricing subject to change before launch
$99/year (save 31%)
$249/year (save 29%)
💑 Plus tier designed for couples = Cost of 1 streaming subscription
💰 Premium tier = 0.01% of a $300K portfolio (vs 1% typical advisor fee)
🎁 Annual plans get 2 months free
Final pricing and features subject to change before launch. Subscriptions auto-renew until cancelled.
Join the waitlist and be among the first couples to try WealthPlan.
✓ Be notified when we launch
✓ Exclusive early access for founding members
✓ Help shape features for couples
✓ Special founding member pricing