Start with questions, make plans together

FinFam lets you make and share financial plans with expert input and AI assistance. Because life's most important decisions are made together.

Start now for $0 — no credit card required.

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Collaborative planningInteractive guidanceExpert inputAI assistance

The right process makes progress

Life is full of choices. Make deciding and discussing them easier with FinFam.

Ask step

No one has all the answers. Start with a question, find expert perspectives in our ever-expanding View Marketplace that can help.

Points of View

Views are FinFam's interactive approach to financial information sharing that let you use expert input without having to share your financial data.

When your View owner updates the View, you get it, too. You stay up-to-date without having to follow financial news or ping a human financial advisor.

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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