What is Financial Fitness Passport?
Financial fitness passport™ provides AI financial guidance and a financial dashboard that analyzes income, savings, debts, and investments to generate a passport score and a retirement number.Users can link bank accounts or enter data manually for cash flow analysis, after-tax cash flow estimates, and real-time debt payoff planning (snowball and avalanche).
Built-in calculators and scenario modeling let users compare retirement scenarios, run what-if analyses, and measure progress toward personalized financial goals.An AI financial coach delivers plain-language recommendations, next-best-step actions, and a progress interpreter that highlights financial wins and risks.
Gamified badges, an interactive educational academy, PDF export, and data-control options support engagement and reporting for individuals and employer wellness programs.Key features include passport score, retirement calculator, debt simulator, tax and cash flow calculators, financial goals planner, and portfolio/401(k) tracking.
Financial Fitness Passport pricing Free trial
Verify on the official pricing page.
Start free trialFinancial Fitness Passport user reviews
Based on 8 reviews, 75.0% of users recommend Financial Fitness Passport, rated highly for quality results.
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Financial Fitness Passport's key features
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AI financial dashboard that analyzes income, savings, debts and investments to generate a passport score and retirement number
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Account linking and manual data entry for cash flow analysis and after-tax cash flow estimates
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Real-time debt payoff planner and debt simulator supporting snowball and avalanche methods
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Built-in calculators and scenario modeling for retirement, what-if analyses, and goal progress measurement
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AI financial coach providing plain-language recommendations, next-best-step actions and progress interpretation
Financial Fitness Passport use cases
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Create a personalized retirement roadmap with Financial Fitness Passport by linking accounts or entering balances to generate a retirement number, run AI-driven scenario modeling with after-tax cash-flow estimates, and export plain‑language reports to share with your advisor
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Develop a prioritized debt-payoff plan using the debt-payoff simulator and tax-aware cash-flow estimates to model multiple repayment scenarios, get step-by-step AI coaching in plain English, and download printable payoff schedules
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Create an employee financial wellness program that enrolls staff into bank-linked budgeting and personal financial dashboards, tracks goals and progress across the workforce, provides automated coaching and scenario modeling, and delivers anonymized, exportable reports for HR and benefits teams
Who is it for?
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Hr managers
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Financial coaches
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Employees
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Debt managers
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Mid-career earners
