How to Safely Consult AI for Financial Planning
AI may be handwavey and math-challenged, but there are ways to unlock this powerful assistant for financial planning.
Better financial plans. Together.
FinFam lets you plan with friends and family, plus expert input and AI assistance.
Because life's biggest decisions are best made together.
Start now for $0 — no credit card required.
How does FinFam work?
A process you already trust.
With finances, most Americans trust a mix of their friends, family, professionals, and
Internet research.
FinFam brings everyone you trust onto one collaborative platform.
❓ Ask
No one has all the answers.
Whatever your question, find expert explanations in our View Marketplace.
Get smart tips without sharing your data, scheduling meetings, or making any commitments.
💾 Save
Save your favorite Views in a collaborative financial planning Space.
Add multiple views and track all your holdings:
- Assets
- Liabilities
- Income
- Expenses
Get vital stats and chat with our AI assistant for insights.
🔄 Update
Life happens. When your scenario changes, update your holdings and see the effects across your whole Space. No repetitive data re-entry when interest rates drop or you get a bonus.
The same goes for Views. When experts post updated Views, you get tailored answers with the latest info, all without constant research, emails, or appointments.
🔗 Share
When you're ready to share your plan, invite friends, family, or anyone you trust. Spaces can stay private, be shared, or even be published for the world to see.
Turn tough money topics into clear, helpful conversations, with FinFam.
Explore Featured Spaces
FinFam lets you model financial scenarios in collaborative Spaces. Spaces can be private,
shared, or public.
Take a look at some of our featured Spaces
below or
explore all public Spaces here.
💰
High-earner
High-earner
The hard-working high-earner-not-rich-yet (HENRY) still has some work to do.
Whether buying a house, having a kid, or keeping an eye on that FIRE goal, there is a lot to plan for. FinFam can help.
View spaceAccess to expertise, without the cost or commitments
Insights from real experts that's affordable, trustworthy, and available 24/7.
Explore expertise in our View Marketplace.
Latest from our blog
Insights about collaborative financial planning, wealth building, and product updates
What people are saying
A few thoughts from the collaborative planning community.
For so many people, financial decisions are group decisions.
And yet almost every financial product, service, or brand is oriented around a one-to-one relationship that people then have to hack to use in a collaborative way.
Does it really have to be this way?
Dan Perkel, Partner, IDEO
Trust is one of the greatest economic forces on Earth.
Charlie Munger, Vice Chairman, Berkshire Hathaway
