Your personal money manager and assistant

With you everywhere, everyday.

Networth tracking

This is a simple way to track your net worth so you, your family, and your friends can confidentially share a common vision of wealth building. You can see how you compare with others in the country while setting your net worth goals.

Emily Johnson, CFP

Eduardo Perez, CPA

Darius Blake, CPA

Angeles Smith, CPA

John Simmons, CPA

Artificial Intelligence Assistant

Find a CPA or Financial Advisor.

Find a licensed financial professional to guide you or answer quick confidential personal or business questions.

Are you buying a house or car? Retirement goals or planning for a major life event? Are you starting or running a business and need guidance on financials, taxes, or regulatory issues? You don’t have to make those decisions alone ever again.