Plan your financial future in just a few minutes.
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Partnering with Fundabl to bring you the benefits of financial wellness.
Personalized recommendations
Receive personalized recommendations and next steps on how to make financial improvements.
Financial plan
Gain insight and direction into your financial future with a personal financial plan.
Debt resources and tools
Take control of your debt with guided tools like payoff planners, budgeting calculators, and educational lessons.
Share your account
Get help staying on track by sharing your account with a spouse, partner, friend, or financial professional.
Free estate document
Get started on the right track with your financial planning with a free guardianship nomination.
Holistic report card
Your financial wellness report card will give you a full snapshot of your financial health.
Plan for now and later
Your personal plan is a roadmap to your financial success. When you build your plan, 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 the areas you are doing well in and where you can improve.
Reach your goals
Your plan helps you make important financial decisions with confidence. By knowing exactly what you need to be doing next, you'll be well on your way to reaching your financial goals.
Plan your finances in 3 easy steps
1
Take the survey
Your plan helps you make important financial decisions with confidence. By knowing exactly what you need to be doing next, you'll be well on your way to reaching your financial goals.
2
Review your plan
Explore your personalized financial plan, report card, and action items to start working toward your financial goals.
3
Work with your advisor
Fundabl can help you understand your plan, answer questions, and provide even more insights.
Take control of your financial future
Are you ready to make your goals a reality? Financial planning is easier than ever when you work with Savology and Fundabl.
Frequently Asked Questions
What is Savology?
Savology is a digital financial planning and financial wellness company. Our mission is to increase the financial security of millions of American households by making financial planning and wellness more accessible, more actionable, and more effective than ever before.
Who is a Savology plan for?
Savology is designed to provide foundational planning and financial wellness to the masses. Savology was built for the everyday person as a way of making financial planning more accessible.
Savology provides planning for households that are in the accumulation phases, meaning those who are still earning and saving and are not yet in retirement. Savology is especially applicable for those between the ages of 18 and 60 and those making $25,000 to $250,000 per year regardless of marital status or family size.
While a Savology plan is most commonly a first financial plan, it can serve as a second opinion or a financial progress tracker for those who already have another plan.
How is Savology different?
First and foremost, Savology is designed specifically for the middle market to make planning more accessible. It is not another planning software built for high net-worth households.
Second, Savology is able to save people time and money compared to traditional financial planning means. Starting in just 5 easy minutes, Savology users can build a comprehensive financial plan, holistic report card, personalized action items, and more.
What is a financial plan?
A financial plan is more than just an analysis of where one is right now with their personal finances, it is also a strategic game plan for achieving future objectives across all areas of their financial life. An effective plan should include a savings strategy, a risk management plan, an estate plan, and a retirement roadmap.
Savology uses hundreds of key indicators, metrics, and calculations to create a comprehensive plan, holistic report card, and personalized recommendations to help people improve their financial situation and prepare for retirement.
How long does it take to prepare?
Traditional financial planning takes hours of fact-finding, preparation, calculation, and analysis to prepare a plan. Savology uses proprietary technology and algorithms to create foundational financial plans in about 5 minutes.
Implementing the plan takes additional time. It is recommended to spend at least a few minutes every month to update the plan and take the necessary steps to improve.
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