Making financial planning more accessible, actionable, and affordable than ever before.
Free financial plan
Financial report card
Action items (recommendations)
Savology is helping households improve their financial well-being and reach their goals by providing access to fast and free financial planning that actually works. In just 5 minutes, Savology users get access to a free financial plan, a financial report card that grades the user's finances across 12+ categories, financial planning modules and activities to complete as a way of improving their financial literacy, and personalized action items (recommendations) that provide actionable next steps to help them improve their finances.