Get a professional-grade financial plan in minutes. Whether you're saving for a vacation, planning retirement, or paying off debt — WealthBuddy gives you the exact steps to get there.
Everything a certified financial planner would do for you — delivered instantly by AI, in plain English.
Our AI analyzes your full financial picture and generates a professional-grade plan tailored to your exact situation — in minutes.
Set multiple goals — vacation, retirement, education, business — and get a specific monthly action plan for each one.
See your net worth, cash flow, savings progress, and financial health score in one clean, easy-to-read dashboard.
Plans follow a professional 5-step financial planning process — the same framework used by top financial advisors worldwide.
See exactly where your money will be in 5, 10, and 20 years based on your current habits and our recommended changes.
No vague advice. Every plan includes specific dollar amounts, account types, and timelines you can act on today.
Answer simple questions about your income, expenses, savings, and goals. No financial jargon — takes about 5 minutes.
Our AI analyzes your financial situation and generates a personalized plan with specific action steps, timelines, and projections.
Follow your plan, track your goals, and update your plan anytime as your life changes. Your dashboard keeps you on track.
Start free. Upgrade when you're ready for deeper insights. Cancel anytime.
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Best for single-goal planning
"I always thought financial planning was for rich people. WealthBuddy gave me a real retirement plan in 10 minutes. I finally know exactly how much to put in my 401k every month."
"I was drowning in student loans and had no idea where to start. The AI plan showed me exactly which loans to pay first and how to save for a house at the same time. Life-changing."
"We used to pay $400/hr for a financial advisor. WealthBuddy gives us the same quality plan for $29/month. The comprehensive plan covers our business and personal finances together."