Accessible to everyone
Financial planning tools that work for every American — not just those who can afford a private advisor. We believe financial clarity is a right, not a privilege.
Our story
Financial fitness should be measurable, understandable, and accessible to everyone
We built Finmagix because quality financial planning was out of reach for most people. A comprehensive financial plan from a CFP costs $2,000–$5,000 and takes weeks. We deliver the same analytical depth in minutes — for less than $19/month.
Our mission
Our mission is simple — we want to help you improve your financial fitness. Without understanding your financial fitness, you cannot put yourself on the path to financial freedom.
Developed by experts with a passion for personal finance, Finmagix brings our users a holistic view of their finances, helps them understand their financial fitness, and creates a personalized plan to improve it.
What makes us different
We have patent-pending technology that powers our platform, and we use industry best practices so you can analyze your own financial fitness and take steps to improve it.
Unlike traditional financial tools that focus on one area, Finmagix gives you a complete picture across 12 dimensions of your financial life — all in one personalized roadmap.
What we stand for
Built on three core principles
Educational, not advisory
We provide planning tools, not financial advice. Every insight is educational, helping you understand your complete financial picture so you can make informed decisions.
Trustworthy by design
CFP-standard calculations, transparent methodology, bank-level encryption, and your data protected with row-level security. We never sell your data.
Finmagix by the numbers
12Planning modules
$2,000+Typical CFP plan cost — we do it for $19/month
5 minAverage per assessment
FreeTo get started
Join our mission
We are on a mission to improve the financial fitness of our users and help them achieve financial freedom. If you want to join our rapidly growing team, we'd love to hear from you.
For educational purposes only. Not financial advice.