Financial Fitness Passport
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AI-powered financial guidance platform for retirement tracking, debt management, and privacy-first financial planning.
Financial Fitness Passport™ is an AI-powered financial guidance platform designed to help users move from guesswork to a structured financial game plan. It provides a comprehensive dashboard featuring a 'Passport Score' to measure financial readiness and a proprietary 'Retirement Number™' to track progress toward financial independence. Built with a privacy-first approach, the software requires no bank linking, allowing users to manually input their data for total control. It includes an AI financial coach named Penny, a suite of smart calculators for debt and taxes, and an educational academy to build long-term financial strength.
- Calculating the exact percentage of a retirement lifestyle currently funded
- Simulating the fastest way to pay off debt using the Snowball or Avalanche methods
- Tracking overall financial health without exposing bank
- Users start by entering their basic financial snapshot
- including income
- savings
- and goals
- without linking any bank accounts. The AI engine analyzes the data to generate a Passport Score and Retirement Number™. Users can then use the debt simulator to choose payoff strategies
- chat with the AI coach Penny for personalized advice
- and complete educational lessons to unlock badges and track progress.
