The Financial System for Couples

Know Your Net Worth.
Build Wealth Together.

The app & monthly check-in system that turns couples into a fun wealth building team.

See your complete picture
No bank connections
Track what matters

Try it free β€’ No credit card required β€’ For couples

SH
JM
Level 7

Welcome back! πŸ‘‹

26 days since last check-in

NET WORTH

$176,248+2%
Cash

$42K

Invested

$85K

πŸ’΅

Cash & Savings

$42,000

πŸ“ˆ

Investments

$85,000

TRUSTED BY 500+ COUPLES

Real Stories from Real Couples

SM

Sarah & Mike

Level 8

β€œWe went from avoiding money talks to actually looking forward to our monthly check-ins.”

JT

Jessica & Tom

Level 6

β€œFinally, we both see the same numbers and work toward the same goals.”

AM

Ashley & Marcus

Level 9

β€œThe net worth focus changed everything. We think like investors now.”

EC

Emily & Chris

Level 5

β€œ6 months in and we've already increased our net worth by $18K!”

ND

Nicole & David

Level 7

β€œFinance Check-In is the only system we've stuck with for over a year.”

RJ

Rachel & James

Level 10

β€œWe can finally see when we'll be free - 23 years and counting down!”

LS

Lauren & Steve

Level 4

β€œThe monthly check-in structure turned chaos into a predictable process.”

AT

Amanda & Tyler

Level 8

β€œWe discovered we were actually doing better than we thought!”

ML

Mark & Lisa

Level 11

β€œIt's like having a business meeting for our family finances.”

RS

Ryan & Sophie

Level 6

β€œThis system works because it's actually designed for couples.”

SM

Sarah & Mike

Level 8

β€œWe went from avoiding money talks to actually looking forward to our monthly check-ins.”

JT

Jessica & Tom

Level 6

β€œFinally, we both see the same numbers and work toward the same goals.”

AM

Ashley & Marcus

Level 9

β€œThe net worth focus changed everything. We think like investors now.”

EC

Emily & Chris

Level 5

β€œ6 months in and we've already increased our net worth by $18K!”

ND

Nicole & David

Level 7

β€œFinance Check-In is the only system we've stuck with for over a year.”

RJ

Rachel & James

Level 10

β€œWe can finally see when we'll be free - 23 years and counting down!”

LS

Lauren & Steve

Level 4

β€œThe monthly check-in structure turned chaos into a predictable process.”

AT

Amanda & Tyler

Level 8

β€œWe discovered we were actually doing better than we thought!”

ML

Mark & Lisa

Level 11

β€œIt's like having a business meeting for our family finances.”

RS

Ryan & Sophie

Level 6

β€œThis system works because it's actually designed for couples.”

The Hidden Problem

Why Is It So Hard for Couples to Talk Money?

Three challenges every couple facesβ€”but nobody talks about.

Accounts Scattered Everywhere

Can't see the full picture.

12+
accounts

No Idea If You're On Track

Just hoping for the best.

91%
lost

Confusion Creates Fights

So you avoid talking entirely.

73%
fight about money

The Truth: Money is the #1 cause of fights between couples

You aren't trained CFOs. Talking money together is a skill couples can learn.

Finance Check-In turns money talks into fun team sessions.

The Solution

Introducing the Finance Check-In System

Set up once. Check in monthly. Build wealth systematically as a team.

1
5 min setup

Centralize Your Accounts

Your private financial vaultβ€”no bank connections needed

Create your secure financial command center. Add checking accounts, 401(k)s, home value, car loansβ€”everything stays private and under your control. No risky bank connections, no data sharing, just your complete financial picture in one safe place.

Cash & Savings

$42,000

Investments

$85,000

Assets

$389,000

Liabilities

$340,000

8 accounts added!
Level 7!

YOUR NET WORTH

$176,248
+$3,248 this month

Cash & Savings

24%

Investments

48%

Home Equity

28%

Debt Ratio

11%

2
Instant results

Discover Your Net Worth

Log Your First Check-In to See Your Net Worth

Get your baselineβ€”the complete picture that matters

Think of it like stepping on a scale for the first time in a fitness journey. Net worth is your financial weightβ€”everything you own minus everything you owe. One honest number that becomes your starting line. No more guessing, no more avoiding. Just clarity.

Level 7 achievedPortfolio insightsWealth status revealed
3
Plan your future

Create Your Monthly Strategy

Fund Both Wealth and Fun Goals Together

See where money goes and what's left for your dreams

Design your monthly game plan as a couple. Map out income and expenses, then discover what's left to fund both wealth-building AND fun goals. Whether it's retirement savings or that dream vacation, set priorities together and make every dollar work toward what matters most.

Income flow mappingRetirement calculatorGoal setting
Monthly Income$8,300
Expenses-$6,200
Profit to Deploy$2,100

Wealth Goals

$1,600

401k + Savings

Fun Goals

$500

Travel + Life

Active Goals

🏝️ Hawaii Trip65%
πŸ’° Emergency Fund40%
NOW - Age 36FREEDOM - Age 62

Retirement in

27

years

ON TRACK

Future Net Worth

$1.8M

Monthly Income

$6.0k

4
Long-term vision

Set Your Retirement Vision

See Your Path to Financial Freedom

Get a realistic picture of your retirement timeline

With your monthly strategy and net worth baseline, now visualize the long game. Our retirement calculator gives you a ballpark view of when you might retire based on your current trajectory. Play with different scenarios, adjust your savings rate, and see how small changes today impact your tomorrow. Not financial planner precise, but clear enough to make smart decisionsβ€”for the price of dinner out, not thousands in advisor fees.

Retirement calculatorScenario planningShared vision
πŸŽ‰
🎊
5

Schedule Your Monthly Check-In

15 minutes monthly to strategize and celebrate as a team

πŸ“…

2nd Saturday each month

Your monthly money date! πŸ’‘

βœ… Review winsπŸ“Š Track progress🎯 Plan ahead

Complete the loop! Set your monthly finance dateβ€”same time, every month. Review progress, celebrate wins, tackle challenges together, and adjust your strategy. This consistent rhythm keeps you aligned as a couple and turns financial planning into a shared victory lap.

15min

per month

12x

yearly wins

∞

stronger together

Want to See Your Net Worth?

Log your first check-in free and discover exactly where you stand financiallyβ€”together

No credit card required β€’ Takes 5 minutes β€’ See your net worth instantly

The Better Way

Why Traditional Finance Apps Fail Couples

It's time for a fundamentally different approach to managing money together

πŸ“Š
They Show What You Spent
We Build Your Strategy
🎯

Budget apps tell you where money went. We help you design where it's going. Create a real financial strategy together, like running a successful business.

πŸ‘€
They're Built for One
We Turn Couples Into Business Partners
🀝

Your household IS a business. Both CEOs need the same dashboard, same strategy, same goals. We transform roommates with a joint account into true financial partners.

🚨
They React to Problems
We Execute Your System
βš™οΈ

Stop firefighting. Our proven system turns chaos into a predictable monthly rhythm. Like any successful business, you need process, not panic.

Features

Your Complete Financial Command Center

Everything you need to run your household like a successful business

SH
JM
⭐

Hi, Sarah and James! πŸ‘‹

It's been 26 days since your household's last check-in

12
check-ins
Level 7
achieved

You've grown your wealth by

+$48K

over 3 years 5 months

(11.2% annual growth)

LAST CHECK-IN

+$3,248

$176,248

Net Worth

Cash

$42,000

+$2,100

Investments

$85,000

+$4,200

Assets

$389,000

+$8,000

Liabilities

$340,000

-$11,052

Mission Control Dashboard

See total net worth at a glance, track days until next check-in, get personalized encouragement, and celebrate level achievements

Timeline That Tells Your Story

Beautiful card view of monthly snapshots, compare progress month-over-month, see your financial journey unfold, track momentum and trends

Insights That Drive Decisions

Breakdown by asset type, optimization opportunities, visual graphs and trends, understand your portfolio mix

Monthly Plan Waterfall

Visualize income flow, see automated investments, track expenses clearly, plan profit deployment

Retirement Clarity

"16 years to retirement" countdown based on real net worth data, updates with each check-in, adjustable scenarios coming soon

Check-In Calendar

Never miss a monthly check-in with smart reminders, see your check-in streak, celebrate milestones together, build consistent wealth habits

Transform Your Financial Partnership

Four key outcomes that every couple experiences with Finance Check-In

Complete Clarity

β€œFinally, we both understand our finances”

  • βœ“Know your exact net worth
  • βœ“See all accounts in one place
  • βœ“Understand your wealth composition
  • βœ“Track real progress over time

Predictable Rhythm

β€œMoney talks became our favorite monthly tradition”

  • βœ“Structured 30-minute check-ins
  • βœ“No more random money fights
  • βœ“Consistent progress tracking
  • βœ“Celebration built in

Strategic Focus

β€œWe think like business owners now”

  • βœ“Net worth as your scorecard
  • βœ“Investment-minded decisions
  • βœ“Long-term wealth building
  • βœ“Clear retirement timeline

Stronger Together

β€œWorking toward the same goals brought us closer”

  • βœ“Shared financial vision
  • βœ“Equal participation
  • βœ“Celebrate wins together
  • βœ“United against challenges
Pricing

Start Free, Then Choose Your Plan

Discover your net worth for free. Continue building wealth for less than Netflix.

Start Here

Your First Check-In

Free

No credit card required

Add all your accounts
Log your first check-in
See your net worth instantly
Both partners included
No credit card required

See your net worth in 5 minutes

Most Popular

Finance Check-In System

$9.99/month
or
$69/year
Save 42%

For both partners, unlimited check-ins

Everything in Free, plus:

Unlimited monthly check-ins
Net worth timeline & history
Monthly waterfall planning
Retirement projections
Portfolio insights & breakdown
Goal tracking & progress
Level progression system
Priority support
Export your data anytime

Cancel anytime β€’ 30-day money back guarantee

Where Finance Check-In Fits in Your Journey

Step 1

Budget Apps

Track spending for one person, but miss wealth & couples strategy

Solo focus β€’ No net worth β€’ No planning

$100-150/year

You Are Here

Finance Check-In

Graduate from budgeting to strategic wealth building

Net worth focus β€’ Monthly strategy

$69/year

When Ready

Financial Planner

You'll know exactly when you need oneβ€”and what to ask

Complex strategies β€’ Tax planning

$2,000+/year

The smart path: Master budgeting β†’ Build wealth with Finance Check-In β†’ Engage a planner when your wealth demands it

Questions Couples Ask

Everything you need to know about Finance Check-In

Ready to Start?

Get Your Net Worth Now

Join thousands of couples who discovered their true wealth in just 5 minutes

No credit card required β€’ 5 minutes to complete