NestPath Advisor

NestPath Advisor helps you connect your accounts, see a Retirement Readiness score, and get AI-assisted planning answers grounded in your financial data.

Use NestPath Advisor to: • Connect checking, savings, credit, and investment accounts • See a clear dashboard for cash, investments, and net worth • Review recent financial activity in one place • Understand your Retirement Readiness with a simple success score • Get a Financial Summary focused on what matters now and what to do next • Add planning corrections when the app is missing context

NestPath is designed to build trust first. Core planning tools stay accessible for free, while Premium unlocks on-demand plan updates, portfolio sync, full Monte Carlo detail, and investment performance views.

NestPath Advisor uses Plaid for connected financial accounts and OpenAI to help generate selected summaries and insights. NestPath Advisor provides informational planning tools and AI-generated insights. It is not investment, tax, or legal advice.