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The modern way to plan your money.

Whether you’re looking to build your own financial plan, or to provide a meaningful financial wellness benefit to your employees, Savology can help! Start your journey in just a few minutes.

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The power of financial planning. 

Financial planning is the key to improving financial wellness. Here’s what financial planning can do for you:

Save more money

Save more

Households with financial plans are 2.5x more likely to save enough for retirement. ​

Feel better about your money

Feel better

83% of individuals with financial plans feel better about their finances after just one year.

Improved decisions

Improve decisions

Households with financial plans make better financial decisions with confidence.

Better relationships

Better relationships

Individuals with a financial plan have a better relationship with themselves and others.

Reach your financial goals

Reach goals

Households with financial plans set and reach meaningful goals.

Increased productivity

Increase productivity

Individuals with financial plans are more productive while at work.

One platform. One holistic financial picture. 

Our financial planning platform makes it easier than ever to plan your finances, understand your retirement needs, and reach your goals. 

Plan for now and later

Your personal plan is a roadmap to your financial success. You’ll see exactly what you need to do now to make a significant difference for your future.

Get personalized action items

View personalized recommendations that show you the most important next steps you should be taking to improve your financial security.

Improve your financial wellness

Start measuring your finances with a report card that grades across 10+ categories. Find out which areas you are doing well in and where you need to improve.

Talk with financial coaches

Looking for access to an actual financial expert? We’ve got you covered. Premium Savology plans include the ability to talk with real-life financial coaches. 

Reach your goals

Your plan helps you make important financial decisions with confidence which means you’ll be well on your way to reaching your financial goals.

Start building your financial plan >

Trusted by thousands of households. 

We’ve helped more than 50,000 households build a financial plan that has helped them save more, get out of debt, and feel confident about their future.

Trusted by thousands. 

We’ve helped more than 50,000 households build a financial plan that has helped them save more, get out of debt, and feel confident about their future.  

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Who should use Savology? 

Savology for Employers

Are you an employer interested in offering Savology as a financial wellness benefit for your employees? Learn how you can reduce your employee's financial stress levels and improve productivity with sophisticated, modern financial planning.

Savology for Employers

Are you an employer interested in offering Savology as a financial wellness benefit for your employees?

Savology for Advisors

Looking for a tool to set you apart? Or maybe you're trying to improve your prospecting efforts. Savology can help!

Savology for Individuals

Take control of your financial future with digital financial planning. It's easy, fast, and personalized.

Distribution Partners

We love working with benefits brokers, HR software providers, and more. Let's get creative together!

Start planning your financial future the modern way.