Balance my goals
Get your financial review from our team of Certified Financial Planners®
Professional recommendations for monthly targets based on what you can save today
Forecast your savings, debt, and investments in 3, 6, and 12 months
Summer discount!
$25 until July 24, 2026
How It Works
1. Get the app
Download Club Money on the App Store with the early bird discount. Create an account and start your 2-week free trial. We’ll send you a confirmation email with all the details.
2.
Connect accounts
Connect your accounts with Plaid, the same secure service trusted by more than 4,000 banks and financial apps, including Venmo, Acorns, and SoFi. Read more about data privacy.
Swipe expenses
3.
Sort your expenses just by swiping! Our unique Spend Splurge Save Share® method is simple, fast, and even a little bit fun. Find out how much you’re really saving.
4. Tell us about you
Our CFPs® want to know a little more about you to make the best recommendations. Answer a few simple questions and that’s all it takes.
5. Get your financial review
Our CFP® team will review your info and return your personalized Balance My Goals report within two weeks. You’ll also have access to 3 months of expense tracking as well as all the newest features in the Club Money app.
