Pricing

Simple, transparent
pricing for everyone

Start free. Upgrade when you need more. Every plan includes actionable steps you can implement today.

Starter
Free

Get started with basic financial goal tracking

  • 1 financial goal
  • Basic savings calculator
  • Goal progress tracking
  • Simple action checklist
  • Community resources
  • Document analysis: not included
Basic
$9/mo
or $79/yr (save 27%)

AI-powered plans for your most important financial goals

  • Up to 3 financial goals
  • AI-generated financial plan
  • Executive summary + action steps
  • Savings & debt payoff planning
  • Monthly contribution calculator
  • Goal milestone tracking
  • Email plan export
  • Document analysis: $4.99/doc (3/month)
Most Popular
Pro
$29/mo
or $249/yr (save 28%)

Comprehensive planning with retirement, investment & tax insights

  • Unlimited financial goals
  • Full 5-section professional plan
  • Retirement planning & projections
  • Investment strategy recommendations
  • Tax optimization insights
  • Net worth dashboard & charts
  • Cash flow analysis
  • Financial health score
  • Plan history & regeneration
  • Priority email support
  • Document analysis: $4.99/doc (5/month)
Comprehensive
$79/mo
or $699/yr (save 26%)

Complete professional financial planning across all life areas

  • Everything in Pro
  • Estate planning guidance
  • Insurance needs analysis
  • Business financial planning
  • Multi-scenario projections
  • Comprehensive net worth analysis
  • Risk tolerance assessment
  • Beneficiary & legacy planning
  • Quarterly plan review reminders
  • Dedicated support
  • Unlimited document analysis

Secure checkout powered by Stripe. Cancel anytime. No hidden fees.

Full feature comparison

Feature
Free
Basic
Pro
Comprehensive
Financial goals
1
3
Unlimited
Unlimited
AI-generated plans
Plan depth (sections)
1 of 5
3 of 5
All 5
All 5
Savings planning
Debt payoff planning
Retirement planning
Investment strategy
Tax optimization
Estate planning
Insurance analysis
Business planning
Net worth dashboard
Cash flow analysis
Financial health score
Projection charts
Plan history
Milestone tracking
Multi-scenario projections
Document analysis
$4.99/doc (3/mo)
$4.99/doc (5/mo)
Unlimited
Support
Community
Email
Priority email
Dedicated

Frequently asked questions

Is WealthBuddy.ai a licensed financial advisor?

No. WealthBuddy.ai is an AI-powered educational tool that helps you understand your finances and create actionable plans. It is not a registered investment advisor. For complex legal or tax situations, consult a licensed professional.

How is this different from a free budgeting app?

Budgeting apps track your spending. WealthBuddy creates a forward-looking financial plan — with specific action steps, timelines, and projections — aligned with the same structured approach used by top financial advisors.

Can I cancel my subscription anytime?

Yes. Cancel anytime from your billing portal. You keep access until the end of your billing period. No questions asked.

Is my financial data secure?

Yes. Your data is encrypted in transit and at rest. We never sell your personal financial information to third parties.

How professional are these financial plans?

WealthBuddy follows a professional 5-step financial planning process: executive summary, situation analysis, gap analysis, action steps, and projections. This is the same structured approach used by top financial advisors — delivered instantly by AI.

What payment methods are accepted?

We accept all major credit and debit cards (Visa, Mastercard, American Express, Discover) via Stripe's secure checkout. All transactions are encrypted and PCI-compliant.

Ready to start?

No credit card required for the free plan. Upgrade anytime.