The Informed Household empowers families to make good financial decisions, whether you do it yourself or rely on an adviser; think of it as your financial fitness tracker that answers the basic question “Am I okay financially?”, starting with…

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


Discover 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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Enter 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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