The Wealth Pool Guides You to Financial Success
Our technology helps you get your financial house in order and keep it there. Get organized with The Wealth Pool today!
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Plans & Pricing
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A complete view into your household's financial picture
- Goal and Life Event planning modules
- Detailed, dynamic reporting
- Cash flow analysis
- Stress testing and What-if Scenarios
- Data model with over 600 categories
- Educational content
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See how your household stacks up to others in The Pool
- Custom demographic pool comparison filters
- Aggregated and anonymized pool data insights
- Automated, granular transaction categorization
- Expenses organized by month and year
- Electronic bank account syncing
- Personal Support
Before Jumping into TWP
Felix was frustrated with finances.
- Getting financially motivated and organized on his own was hard
- Budgeting was boring and tracking expenses was cumbersome
- Understanding how his student loans factored into his future was difficult
- Broaching the subject of money with friends, family and work colleagues was uncomfortable
- And he was curious if his rent, cellphone bill, streaming subscriptions and scores of other expenses were in range with his peers
After Jumping into TWP
It was like Facebook for Finances -- anonymously!
- He sees his total financial picture in one place
- He organizes his finances and keeps them organized
- His spending transactions are automatically categorized against hundreds of categories
- He clearly sees where his money is going on a monthly and annual basis
- He has fun learning how his finances stack up against his peers
Maintaining Financial Health in TWP
Felix is prepared to tackle financial challenges at any stage in life!
- His student loans are precisely mapped into his TWP financial plan
- He dynamically adjusts his financial plan, factoring in his goals and life events
- He clearly sees when he can afford to buy his first car and home
- He sets an emergency cash reserve goal and sees how it funds through time
- He sees the power of his employer's matching contributions to his retirement savings over time