Financial Planning
for everyone.
A low cost, personalized, financial plan made just for you.
Alpha version coming soon
Who is it for?
A solution for every living situation.
Whether you live with others or by yourself, we can help simplify things when it comes to money.
Multigenerational households
Cultural norms, financial support or just because you love them. Whatever the reason may be, we can help you and your household gain clarity in shared and separated budgets and expenses.
Living with roommates
It could be a stranger, a friend, or a partner. There will always be pros and cons of living with roommates. Don’t let mismatched spending expectations be a reason for passive aggression.
On your own
We can help you analyze your spending so you know exactly where your hard earned money goes.
What is it?
Every aspect of financial planning.
We automate the entire financial planning process so everyone can afford to optimize their financial well-being.
Budget and goals
Keep track of your income and expenses to get close to your goals.
Investment allocations
We’ll give you options on how best to invest your money based on your lifestyle.
Benefits and retirement
Maximize employer benefits and keep track of your retirement plans.
Risk analysis
We’ll help you navigate insurance requirements and tradeoffs.
Tax optimization
Best way to prepare for tax seasons is to think ahead.
Estate planning
Protect your loved ones with your entire financial situation in mind.
When to use it?
Guidance every step of the way.
No matter the life event, major or minor, we're here to help
New grads
From student loans to financial independence, we'll help you navigate the adult world.
Starting a family
Plan for the financial impact of having children, saving for educating, and updated goals.
Leave of absence
Whether it’s unexpected or planned, ensure you have what you need to take the time off.
Career changes
Let us help you create a financial plan of action so you can focus on navigating your next big move.
Caretaking
Gain confidence and comprehension in the financial aspects of caring for a loved one.
Retirement
We’ll help you form and monitor a plan of action based on your retirement goals and needs.
Frequently asked questions
Have more questions?
Email us at ingotfinance@gmail.com