Product Information
What is Fortunately?
Fortunately is an automated financial planning app that provides families with a clear, actionable roadmap showing how much you need to save to reach your goals, which accounts you should save in, and the right mix of stocks, bonds, and cash. We understand that starting a family involves significant financial decisions. We help answer questions like:
How much house can I afford?
Should I save for my kids' college in a 529? And how much?
How much should I spend on retirement so my kids won’t need to support me when I’m older?
Fortunately understands all these financial trade-offs. We’ve taken the software financial planners secretly use behind the scenes, improved it, and made it simple enough for you to use on your own. Fortunately continuously analyzes your finances to show you how to save today—and just as importantly, what you’ll need later.
After a 30-day free trial, Fortunately costs just $5 per month.
How to use Fortunately?
Fortunately is an automated financial planning application that provides families with a clear and actionable roadmap, guiding them on how to save to achieve their financial goals while optimizing savings accounts and asset allocation.
Core Functions of Fortunately
Privacy-focused financial planner
Privacy-focused wealth planner
Usage Scenarios of Fortunately
- Assess the home-buying capacity of individuals or families to understand affordable housing options.
- Plan college savings for children, such as whether to use a 529 plan and how much to save.
- Develop personal retirement savings plans to ensure sufficient funds in old age without relying on children.
Common Questions about Fortunately
What does Fortunately do?
How do I use Fortunately?
What are the core features of Fortunately?
What are the use cases for Fortunately?
