Changelog
July 2026
Ask about coverage and compare live marketplace plans (premiums, deductibles, and your estimated subsidy) without leaving the conversation.
Link an account and get four live insights, a savings digest, and your first financial plan, in about ten minutes.
Three tiers, every one with budgeting and monitoring included, and a savings promise: if your first year's savings don't cover the subscription, we refund the difference.
Every table, chart, and report in your side panel now downloads as CSV, Excel, PowerPoint, or PDF.
Light and dark mode now share one coherent palette across every page, and the whole site holds up on phones.
June 2026
A real phone line, text messaging, and email join web chat. Your advisor reaches you where you already are.
Get the numbers you care about (spending, runway, net worth) texted or emailed on your schedule.
Signed-in state no longer flickers while pages load.
May 2026
First invitations went out: a dedicated advisor, linked accounts, budgeting and monitoring, and guided help through major money decisions.
Want these in your inbox? Request early access. Members hear first.