The Informed Household empowers families to make good financial decisions, whether you do it yourself or rely on an adviser, starting with…

What are your household's saving preferences and spending priorities?

 
 
 
 
 
 
 
 
 



Customize Your Profile

Determine your saving preferences and spending priorities to find other like-minded households and leverage the shared experiences of this community to identify and mitigate your key financial risk factors.

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See The Big Picture

Organize all your household's assets and liabilities together for a comprehensive view of where you are now on your journey to fund your future living expenses and answer the basic question "Am I okay financially?"

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Guide Your Household

Achieve lifestyle balance by making informed financial decisions using your real-time Informed Household dashboard to monitor the results of your saving and spending activities and guide your household to financial independence.

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How It Works




Sign Up

Get your own Informed Household dashboard using a valid email address
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Upload Your Data

Update household profile with your financial data for personalized dashboard
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Review Your Results

See your financial strengths, weaknesses, opportunities and threats.
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Make Informed Decisions

Guide your household to the right level of fundedness
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