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.

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Collaborative planningInteractive guidanceExpert inputAI assistance

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.

Ask step
Save step

💾 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.

Update step
Share step

🔗 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.

What people are saying

A few thoughts from the collaborative planning community.

Dan Perkel

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
Charlie Munger

Trust is one of the greatest economic forces on Earth.

Charlie Munger, Vice Chairman, Berkshire Hathaway
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