Gain Financial Clarity. Achieve Your Goals.
FinHealth provides the tools to understand your financial health, plan for the future, and generate professional reports—all in one place.
A Powerful Toolkit for Financial Planning
Everything you need to go from data to decision.
Instant Health Score
Input your financial data and instantly receive a comprehensive health score based on key industry benchmarks.
Visual Analytics
Visualize your net worth, cash flow, and goal progress with interactive charts that make complex data easy to understand.
PDF Export
Generate professional, print-ready PDF reports of your complete financial plan with a single click. Brand it with your own details.
For Individuals
Take control of your financial life. Understand where you stand and get a clear picture of what you need to do to achieve your dreams.
- Track your net worth, savings, and debt in one place.
- See how you measure up against key financial benchmarks.
- Use financial calculators to plan for major life goals.
For Financial Advisors
Streamline your client onboarding and reviews. Create beautiful, branded financial health reports in minutes, not hours.
- Quickly generate a comprehensive financial snapshot for clients.
- Export professional, personalized PDF reports with your own branding.
- All data is processed locally—no client data is sent to the cloud.
Ready to Take the Next Step?
Start building your financial plan today. It's free, secure, and all data is saved locally on your device.