All in one
Social Security Optimizer
College Funding Planner
Your Financial Life in One Place
We give you a platform to view every aspect of your financial life.
You have the ability to view the big picture, set goals, and stress test your plans.
Give it a try and let us know what you think!
- Such as bank accounts, investments, credit cards, loans, mortgages, and insurance from over 8,000 financial institutions
- A simplified Budgeting Tool that will automatically categorize your expenses, updated daily.
- A Net Worth tracker to give you a birds eye view of your assets and liabilities
- A Retirement Planner to help you stay on track for a successful retirement. Make changes to your plan to see how it will affect your situation.
Security is Everything to Us
• CFM does not sell, share, or distribute your personal information to third-parties, vendors, or other institutions.
• Our SSL certificate uses bank-level 2048-bit asymmetric and 256-bit symmetric encryption.
• Read more detail about our security & compliance here