Know exactly when you can retire. Track every dollar. Crush your debt. Auto-update your portfolio. 100% free to start.
$0
To Get Started
Free forever
2 min
Setup Time
No fluff
100%
Your Data
Always private
∞
Scenarios
With Pro plan
Three simple steps to your personalized wealth plan.
Enter your age, target retirement age, and income sources. Takes about 2 minutes.
Track your 401k, IRA, stocks, home equity, and debts. We auto-update stock prices for you.
See your retirement grade, run what-if scenarios, and know exactly when you can retire.
Optional: create a free account to save your plan and open it on another device.
Stop guessing. Get data-driven insights that show you exactly how to reach your goals faster.
Set your portfolio to auto-update every 5, 15, or 60 minutes with live market data. Your net worth refreshes automatically—no manual entry needed.
See your complete financial picture in one glance. Track investments, debts, and cash flow with live calculations that update as markets move.
Run unlimited retirement scenarios. Model early retirement, part-time work, market crashes, inheritances—see exactly how each decision impacts your future.
Get a personalized retirement readiness score with detailed breakdowns. Know if you're on track and what adjustments to make for a secure retirement.
Track all debts with intelligent payoff calculators. Compare Avalanche vs Snowball methods and see how much interest you'll save.
Generate beautiful PDF reports with comprehensive financial analysis. Export all your data anytime. Perfect for advisors, taxes, or peace of mind.
Pay once, use forever. Keep 100% of your data. No subscriptions, no surprises.
Built by financial planners, designed for real people.
See exactly when you can retire and how much you'll need. No guessing—just clear answers based on your real financial data.
Your portfolio updates automatically with real market data. Always know where you stand, in real time.
Bank-level encryption, GDPR compliant. Your financial data stays yours. Export anytime, no questions asked.
Get notified when you hit savings milestones, receive weekly reports, and stay updated on your goals.
✓ Weekly reports • ✓ Milestone alerts • ✓ Monthly summaries • ✓ Unsubscribe anytime
Join thousands who finally know their number. Free to start, impossible to ignore.
Optional: create a free account to save your plan and open it on another device.
Yes! Our Free plan includes up to 50 transactions, basic retirement calculator, net worth tracking, and 1 scenario comparison. Use it forever at no cost. Upgrade anytime for advanced features.
Enter your stock ticker symbols, and we'll automatically fetch live prices every 5, 15, or 60 minutes. Your net worth updates in real-time without any manual work. Available on Personal plan and above.
All paid plans are one-time purchases—no subscriptions! You own the plan forever. Your data is always yours to export anytime.
Absolutely. We use bank-level 256-bit encryption, are GDPR compliant, and never sell your data. Your financial information is stored securely and only accessible by you.
Free ($0): 50 transactions, basic calculator. Personal ($5.99 one-time): unlimited transactions + stock updates. Pro ($12.99 one-time): unlimited scenarios + advanced grade. Lifetime ($19.99 one-time): everything forever.
No. WiseVita is an educational tool only. All calculations and projections are estimates for planning purposes. Always consult with qualified financial, tax, and legal professionals before major decisions.
Help us improve and let others know what you think
The WiseVita workbooks walk you through the same planning step by step — the Bridge to 65 Workbook, quick-reference cards, budget planner, and family organizer, written by Bill Wise, RN, BSN.
Bridge to 65 is also available as a paperback on Amazon.
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