Know where your money stands today, and exactly how to get where you want to go.
Answer a few questions and Savology grades your whole financial life, then builds the plan to raise every grade. What to fix first, what to learn, and what to do about it. No account linking, no documents, no jargon. Free, and at your pace.
Free · About three minutes · Nothing to connect
Start with the time you have.
Three ways to start, one destination: knowing where you stand and what to do first. All free, and none of them need a document or a linked account.
Quick report card
The fastest answer: a short set of questions, your grades, 99% accurate, and the handful of action items that matter most. Done today.
Get my quick report card →Complete financial plan
The standard survey builds the whole picture: your report card plus a complete personalized plan, and it needs nothing beyond the survey. No documents, no account linking.
Build my full plan →Explore first
Create a free account, browse the education library, and finish your survey whenever you're ready, your progress saves as you go.
Create a free account →One platform, every way in
Savology serves the whole ecosystem around a household's financial future, the household itself, and everyone who serves it. Households start with the report card. Everyone else starts with a conversation.
Individuals & households Find out if you're on track
A free report card that shows exactly where you stand, plus a personalized plan and action items that raise every grade. Nothing to enroll in, nothing to link.
Or go straight to the complete survey · create a free account · book a free consultation
Advisors, employers, partners and creators
Four different reasons to put a report card in front of the people you serve, and each one starts the same way, with a short conversation about your model.
Advisors Consultative from minute one
Run the report card across your whole practice, prospecting, first meetings, and annual reviews that start from a shared picture instead of a cold start. Or let Advisor Prospects bring you households already asking for help.
Want the introductions instead? Apply for Advisor Prospects →
Employers A benefit with nothing to enroll in
Every employee gets their own report card in about three minutes. Reduce money stress without touching anyone's personal data, no payroll integration, no files, and nothing for HR to administer.
Partners Add the financial layer to your community
Healthcare systems, schools, family programs and nonprofits already caring for a community's wellbeing, Savology supplies the financial dimension underneath, under your name, with no member data for you to hold.
Creators Your audience trusts you. Hand them the answer.
A branded report card community for your audience: your masthead, your content in the library, your action items, and a genuinely free tool behind the trust you have already built.
Built for your world
We partner with organizations already caring for the wellbeing of their communities, and add the layer of personal financial wellbeing. Each community keeps its own brand, built on the same report card.
Direct Wealth Care
Conflict-free financial clarity for physicians and healthcare professionals, powered by Savology.
Healthcare staffStaffGuidance.Health
The Cook Center's healthcare initiative: expert mentorship for healthcare staff, with Savology adding the financial wellbeing layer.
School staffStaff Guidance
Financial wellness for the people who run our schools, alongside the Staff Guidance support hub.
Parents & familiesParent Guidance
The financial side of family wellbeing, alongside Parent Guidance's support for parents.
Report card and plan, start to finish
Five steps, no account connecting at any point, and you can stop after any one of them.
Answer a few questions, no personal details
About three minutes. The survey asks about your situation in ranges, not exact figures, so there is nothing to look up. No bank logins, no documents, and no Social Security number.
Your report card shows where you stand today
Letter grades across retirement, savings, insurance, debt, and estate planning, your whole financial life on one page. This is where the guessing stops: not a score you can't interpret, but subject-by-subject grades that tell you which part is actually the problem.
Your grades curate what you learn
Your report card decides your education. The platform pulls the lessons matching your weakest grades from 19 planning modules and 18 literacy courses. Nobody hands you a library and wishes you luck.
Your plan turns grades into action items, paired with solutions
A personalized plan with prioritized action items, each matched to a way to actually finish it. The lesson that explains it, the tool that does it, or the vetted provider who handles it.
Work it at your pace, and talk to someone if you want
Come back whenever you like, re-grade as things change, and watch your grades move. If you would rather not do it alone, a free consultation is there, no cost, no obligation, and never a requirement.
Source: Savology platform data, August 2026.
Frequently asked questions
What is Savology?
Savology is the financial report card platform. A three-minute survey produces a report card that is 99% accurate, grading areas like retirement, emergency savings, insurance and estate planning. The ten-minute version needs nothing more to build your complete personalized plan.
Is Savology really free for individuals?
Yes. Your report card and financial plan are free. Savology is paid by the organizations it works with, employers, community partners, and the advisory firms that meet households through us, never by you, and never by selling your information.
Do I have to talk to a financial advisor?
No. Your plan is yours, and it stands on its own. If you want to talk to someone, the next step is a free consultation, a conversation about your grades with a qualified professional, with no cost and no obligation. You are never required to take it.
What happens if I want to talk to someone?
You book a free consultation: a conversation with a qualified professional about what your report card says, which grade is costing you the most, and what to do first. It is free and there is no obligation. If you joined Savology through an employer or community partner, your community may offer a Savologist, an fpGuide or a CFP® session instead.
How do employers use Savology?
Employers offer Savology as a financial wellness benefit. Employees get a report card in about three minutes and a complete plan in about ten. The organization gets a benefit with nothing to enroll in, and never handles any employee financial data itself.
The State of Household Finances
We graded 58,406 households across every part of their financial lives. More than half have none of the seven basic estate documents, and the least-prepared households are not the poorest ones.
Savology is run by Brian Case, CFP®, a CERTIFIED FINANCIAL PLANNER® professional with three decades in the industry. He built and sold his own advisory practice before taking over Savology. He still holds his CFP®, and he writes the company’s guides for advisors and employers himself. The people building this have done the job it is built for.
Know where you stand in three minutes.
Free. Personal. Yours to act on.
Get your free plan
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4.8 on G2 
5.0 on Google Reviews 
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