Your money forecast

💰☀️📈

Shows you what to do with your money
and what happens next

✨ Powered by real humans 💪

Join the waitlist

Be the first to hear about our launch! Coming September 2026.

Get personalized money tips

Money forecasts are professional recommendations, delivered anonymously. With your money forecast, you will:

  • Discover your best strategy for saving, investing, and paying off debt

  • Know exactly how much you should keep in cash savings

  • Find the right mix of accounts and know how to prioritize them

  • Learn how to make progress toward your goals right now

See what happens next

Visualize what’s possible for your money when you take the recommendations of our Certified Financial Planners®.

Your money forecast includes anticipated cash savings, debt, and investments for the next 3, 6, and 12 months.

  • Graph showing cash savings increasing over time

    Cash savings forecast

  • Graph showing debt decreasing over time

    Debt forecast

  • Graph showing investments increasing over time

    Investments forecast

How it works

1. Get the app

Download Club Money on the App Store and subscribe to money forecasts to get pro money recommendations and a month of expense tracking for just $30.

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! The 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

To make the best recommendations, our CFPs® need to know a little more about you. Answer a few simple questions in your anonymous profile. Finish all 4 steps in about 30 min.

5. Get your money forecast

Within a week, you’ll receive your customized targets for savings, debt, and investments from our team of Certified Financial Planners®. All within the app, no phone calls needed.

No matter what’s happening with your finances right now, our professionals will know what to do. Understand where you are today, where to focus next, and how to make progress one month at a time. Meet our CFP® team.

Get your money forecast as soon as we launch! Join the waitlist today.

Check the sample forecast »
Design prototype only. Not advice.