FinFam - Collaborative 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.

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.

Can't find what you're looking for? Ask on our Q&A board and the community will provide.

💾 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 are private by default, and publishable by design.

You can even start a thread with our AI assistant Finn to get answers and explore scenarios. Add collaborators to turn tough money topics into clear, helpful group chats.

Access 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.

🏡

Rent vs Buy

@heyfinfam

6 months ago

2 versions

Deciding whether to rent or purchase a home represents one of life's most significant financial choices. While rental costs are relatively straightforward, homeownership involves multiple complex expenses that can make comparison challenging.

25 fields

4 answers

19 users

🏦

How Much House?

@heyfinfam

6 months ago

4 versions

Thinking about buying a house with a mortgage? Learn about the one key metric that’s used to decide if your bank approves your mortgage.

7 fields

3 answers

13 users

🏘️

Two Houses Better Than One?

@mahmoud

9 months ago

3 versions

A brief look at whether a second house might make sense

10 fields

4 answers

2 users

🧑‍🍼

Stay working or stay home?

@heyfinfam

9 months ago

3 versions

Setting your alarm to go into work early with the third cold of this month and wondering if maybe daycare's costing more than it's worth? This View's for you!

7 fields

2 answers

2 users

🔥

Financial independence (Retire Early?)

@heyfinfam

3 months ago

5 versions

Lean, fat, or conventonal, this view covers the basics to get you to financial independence

5 fields

2 answers

5 users

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

Still have questions?

Check out our frequently asked questions for more details.

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