Free
$0forever free
No credit card needed
- Financial Health Checkup
- Financial Stress Test
- Personalized roadmap
- AI-powered analysis
Simple pricing
Less than one hour with a financial planner
Start free. Upgrade when you're ready. Cancel anytime.
Recommended Pack
$19/mo
or $150/year — save $78
- Everything in Free
- Your 5 roadmap modules
- Tax, Debt, Protection & more
- Financial Plan Summary PDF
- Finmagician AI assistant
Pro
$29/mo
or $228/year — save $120
- Everything in Rec Pack
- All 12 planning modules
- Retirement, Longevity, Estate
- Wealth Builder
- All future modules
All plans include bank-level encryption, row-level data security, and the ability to cancel anytime. For educational purposes only. Not financial advice.
Compare all plans
| Feature | Free | Recommended Pack | Pro |
|---|---|---|---|
| Planning modules | 2 | 7 | All 12 |
| Personalized roadmap | |||
| AI-powered analysis | |||
| Financial Health Checkup | |||
| Financial Stress Test | |||
| Tax, Debt & Protection modules | — | ||
| College Savings & Social Security | — | ||
| Financial Plan Summary PDF | — | ||
| Finmagician AI assistant | — | ||
| Retirement & Longevity modules | — | — | |
| Estate & Legacy Planner | — | — | |
| Wealth Builder | — | — | |
| All future modules | — | — | |
| Bank-level security | |||
| Cancel anytime |
Common questions
No. Finmagix provides educational financial planning tools and analysis. We are not a financial advisor and our tools are not personalized advice. For advice specific to your situation, consult a licensed financial advisor or Certified Financial Planner.
For educational purposes only. Not financial advice.