Personal financial plan

Key features

Foundation • Step 1

Control Your Budget

Income and expense accounting with automatic analytics. Where do you spend more than you need?

Budget by Categories

Control your cash flow and understand where your money goes. Visualization helps find hidden savings opportunities.

Identifying unnecessary expenses
Clear expense visualization
Automatic analytics

Goal Setting • Step 2

Calculate Your Financial Targets

Find out how much you need to save each month to save for a house, retirement, or your dream.

Personal Financial Plan

Set clear financial goals and build a roadmap to achieve them. Know exactly how much to save each month.

Clear goal deadlines
Step-by-step action plan
Motivation to see progress

Investments • Step 3

Investing for Beginners

Easy steps to start investing and grow your capital.

Risk Profile

Determine your investor type and invest comfortably. Select strategies that match your risk tolerance.

Stress-free investing
Personalized recommendations
Protection from emotional decisions

Protection • Step 4

Legal Support

Assistance with document preparation, tax consultations, and asset protection.

Legal Services

Ensure legal security for your family and assets. Protect everything you've earned from unforeseen circumstances.

Family asset protection
Tax consultations
Court representation

How Does It Work?

Registration

Quick and free

Data Entry

Specify your income, expenses, and goals

Analysis and Recommendations

The system will suggest how to optimize your finances

Achieving Goals

With visual progress statistics

Real Success Stories

Thanks to the service, I realized that I was spending 30 percent of my salary on unnecessary subscriptions. In six months, I reduced my expenses and started investing!

— Alex, 28 years old

With the help of a financial plan, I saved up for the down payment on an apartment — it used to seem impossible!

— Kate, 32 years old

Investments seemed complicated, but the service helped me figure it out. Now my capital is growing even without active management.

— Dmitry, 35 years old

Wise Thoughts on Investments

The best way to prepare for the future is to create it yourself.

Don't put all your eggs in one basket.

Someone is sitting in the shade today because someone planted a tree a long time ago.

It's better to move towards your goal at the speed of a turtle than to make excuses for standing still at the speed of light.

Investing is not about predicting the future, but about building it.

The secret to success in investing is patience.

Discipline is what separates a successful investor from an unsuccessful one.

Diversification is the key to reducing risk in your portfolio.

Manage Your Finances with Ease: From Goals to Results