Wellthplan: Your Financial GPS

Wellthplan is the AI-powered money app for couples and families. Connect your accounts, set shared goals, and let Finn — your personal AI financial assistant — do the heavy lifting so you can actually enjoy your money.

WHAT YOU CAN DO WITH WELLTHPLAN

Chat with Finn, your AI money guide Ask anything about your finances in plain English. Finn knows your accounts, transactions, budgets, and goals, and gives you clear, judgment-free answers — from "can I afford this?" to "how do we pay off this card faster?"

See everything in one place Securely link your bank accounts, credit cards, loans, and investments through Plaid. Your full financial picture updates automatically, so you always know where you stand.

Budget without the spreadsheet Smart budgets that learn from your actual spending. Get gentle nudges before you overspend, not guilt trips after.

Crush debt and build savings Build a payoff plan for credit cards and loans, set up an emergency fund, and create savings goals for the things that matter — a home, a trip, a new baby, retirement.

Plan together, as a household Share a financial space with your partner or family. Split visibility, chat with Finn as a team, and stay on the same page without awkward money conversations.

Track net worth over time Watch your net worth grow as you pay down debt and build assets. Clear charts, no jargon.

Stay on top of bills and subscriptions Finn spots recurring charges and upcoming bills so nothing catches you off guard.

Private, secure, and yours Bank-level encryption, biometric unlock, and read-only access to your accounts. We never sell your data.

SUBSCRIPTION

Name: Wellthplan Premium Length of subscription: Monthly Recurring or Annual Recurring Price: $19.99 Monthly or $199.99 if billed annually LEGAL

Terms of Use (EULA): https://www.apple.com/legal/internet-services/itunes/dev/stdeula/ Privacy Policy: https://wellthplan.com/privacy

QUESTIONS OR FEEDBACK

We'd love to hear from you. Reach out at support@wellthplan.com.