MoneyMatters.
Personal finance, simplified

Where do you actually stand with money?

Pick a starting point. Takes less than 2 minutes.

Pick a starting point

See my Net Worth

Add up what you own and owe.

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How it works

From unclear to certain, in three steps.

1

See where you stand

Take the free Financial Health Score or Net Worth diagnostic — under 2 minutes, no signup required to start.

2

Go deeper for free

Use the Budget, Retirement, and Investment tools directly on the site. Every formula is visible, nothing is hidden.

3

Level up when ready

$5/month unlocks advanced tools and advisor Q&As, or get matched with a vetted, fee-only advisor directly.

Popular tools

Basic Budget Tool

Do you know how you spend your money?

Retirement Planning Tool

Are you on track to retire comfortably?

Investment Management Tool

Does your investment strategy match your goals?

Helpful resources

SEC

SEC investor guidance

Free financial planning tools from the U.S. Securities and Exchange Commission.

 IRS

IRS interactive tax tools

Interactive Tax Assistant — answer tax questions and get instant guidance.

 CFPB

Consumer Financial Protection Bureau

Trusted government resources for budgeting, credit, and consumer protection.
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Video

What is financial planning?

A clear introduction to building a financial plan.