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Savology Pricing: Free financial planning in just 5 minutes

Financial planning for free.

The best financial planning platform also has the best price: It’s FREE. In just 5 minutes, you can build a free financial plan and get access to personalized recommendations to improve your financial well-being immediately.

What you get for free

Comprehensive Financial Plan

Realize your financial goals and retirement outlook

Holistic Report Card

Understand your financial strengths and weaknesses

Personalized Action Items

Know exactly what you need to do next to improve

Tailored Provider Recommendations

Save time and money using quality providers

Gamified Platform

Improve faster with ongoing platform incentives

Customized Financial Education

Increase your financial literacy and understanding

Savology makes money by connecting you with industry leading providers, just like some of your other favorite financial tools.

Savology financial planning made easy and free just like Mint and Credit Karma

Why is Savology doing this?

Impact

Savology is on a mission to improve the finances of millions of American households.

Availability

Making financial planning free is the best way to reach millions and make an impact.

Value

Affiliate relationships with quality providers make it possible for your plan to be free.

Financial planning has never been this affordable

Frequently asked questions

Yes, Savology is really free for you. You get a free financial plan, free report card, free action items, and more!

Savology does have to make money somehow to support the development of such a robust platform, but that is supported by our provider partners, not by you.

Savology is on a mission to improve the financial well-being of millions of American households. It would be difficult to impact that many households by charging thousands of dollars per plan the way that other traditional financial planners do or even with a monthly subscription fee. Instead, Savology is providing free financial planning so that as many people can use it as possible. If you find value in your plan, make sure to share Savology with your friends and family.

Some of the services or providers that are recommended within Savology are free to use as well, but some are not. Savology makes tailored recommendations, connecting you to the best providers to help you manage your finances and to complete your action items. You can choose to use the providers or ignore them based on the value that they provide to you. You have no obligation to use any free or paid services, but you do support future development and distribution when you do.

No. Your personalized action items are generated completely independently of any associated providers and are only in your interest to help you improve. Many action items have no associated provider recommendations at all. Provider recommendations are, however, included whenever possible with the primary purpose of helping you improve your finances more efficiently and effectively.

Compensation to Savology is not a prerequisite or qualifier for providers to be included in the platform. Providers cannot pay to be included on the platform, pay to improve their ratings, or otherwise influence recommendations. Instead, Savology works to find the best providers available and chooses to add them to the platform for the benefit of all users.

As previously mentioned, your free Savology account does not entitle you to any of the provider services for free, but in most cases can help you get a better deal and save time in finding the best providers for your current financial situation.

Some features on the Savology platform are initially locked, such as grade descriptions and additional action items. These can be unlocked using Savology Stars, which are earned by sharing the platform with friends, completing current action items, logging in weekly to update and track your progress, and more. You can also use earned Savology Stars to get discounts on other products and services.