Financial Fitness Passport

About Financial Fitness Passport

Financial Fitness Passport is an AI-powered financial guidance software designed to help individuals understand and improve their financial health. Created by financial professionals, its main features include AI coaching, personalized Retirement Number, smart calculators, and a unique Passport Score. The software does not require bank linking, ensuring a privacy-first design.Users start by inputting their basic financial information like income, savings, debt, and goals. The AI then instantly analyzes this data, models potential scenarios, and calculates the individual's unique Retirement Number and Passport Score, giving the user a clear roadmap towards financial stability. The AI Coach, Penny, guides users through understanding their current financial situation and provides personalized advice on how to improve their financial health, all in layman's terms. Penny can assist with checking savings progress, comparing retirement situations, and running 'what-if' calculations. The program also offers a gamified progress system - as users make progress and hit milestones, they earn badges and exclusive rewards. A privacy-first design means the user remains in control of their data at all times, with the option to export or delete anytime.In addition to these core features, the software includes smart calculators in areas like life insurance, disability, mortgage, and more. Users also get access to an educational academy with lessons to further increase their financial literacy. The platform is available in free and Pro versions with added features like the Retirement Number calculator, the AI Financial coach, and a Progress Interpreter that offers personalized recommendations for improving financial health.

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