14-Day Free Trial

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Start managing your wealth professionally. No credit card required.

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What's included in your trial?

Full Platform Access

Unlimited use of budgeting, investing, and retirement tools for 14 days.
Onboarding Session

30-minute video call with a certified financial planner to set up your goals.
AI Portfolio Scanner

Real-time market analysis and automated rebalancing recommendations.
Tax & Savings Reports

Detailed monthly breakdowns of your cash flow and tax optimization opportunities.

Cancel anytime before the 14 days end. Zero fees, zero hassle.

Do I need to enter payment info?

No. Your trial is completely free with no credit card required. You'll be prompted to choose a plan only when you're ready to continue after 14 days.

Is my financial data safe?

Absolutely. We use bank-level 256-bit encryption, are SOC 2 certified, and never sell your personal data to third parties.

Can I switch plans later?

Yes. You can upgrade, downgrade, or cancel at any time directly from your dashboard settings.