Financial Fitness Passport
verifiedFreemiumfinancialfitnesspassport.com
Privacy-first financial-wellness app with a scoring system, retirement calculator, and AI coach; no bank linking required.
What it does
Financial Fitness Passport is a privacy-first financial-wellness platform. Users manually enter their finances (no bank linking) to get a Passport Score and roadmap. The paid Pro tier unlocks the proprietary Retirement Number calculator, cash-flow and debt tools, a calculator suite, and Penny, an AI coach that can also analyze uploaded documents. Employer, advisor, and bank/credit-union programs are also offered.
Core features
Passport Score and personalized roadmap
Retirement Number calculator
Penny AI financial coach with document analysis
Cash flow, debt (snowball/avalanche), and investing modules
Six-tool financial calculator suite
No bank linking (manual, privacy-first data)
Gamified badges and educational academy
Best for
→Assessing overall financial health
→Planning for retirement
→Building a debt-payoff plan
→Employee financial-wellness benefit
→Advisor client engagement
Pricing
Free
Pro
$9.99/month
Enterprise
$30
Toolspool rankingby monthly traffic