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button to display budget module


button to display savings module



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button to display investments module


Is your budget effective?

The way we manage our money determines our wealth potential. At WizeFi, our goal for budgets is never just to help your money last through the month–it’s to put your money to work, ensuring that you’ll have more wealth next month than you did the one before.

We’ve compiled data from thousands of test cases to provide a guideline for the most effective budget.

When you sign up, our planner will provide this data for six more spending categories as well as information on how much you should spend.

Adjust the sliders to see if
your spending is on track

What is your monthly take-home pay?


green check for housing slider red x for housing slider


green check mark for food slider red x for food slider


green check for transportation slider red x for transportation slider
It's the middle of summer;
your air conditioning goes out.

What do you do?

If you don’t have an effective savings plan, you only have two choices: either sweat it out until you can afford to fix it, or put the balance on your credit card.

Lack of savings is one of the biggest reasons why people have such a hard time getting out of debt. WizeFi will help you build your savings accounts so you have a third option: pay for it, stress free.

man whose air conditioning went out
Get out of debt, faster.

The average American household carries $137,063 in debt. Fortunately, the average WizeFi member gets out of debt 30% faster than the average American by following a customized WizeFi plan.

If you’re paying more interest than you’re earning, you’re probably not building wealth. WizeFi will show you which debts to pay off first, how much to pay on each debt, and how to add more cash flow to get out of debt even faster.

depiction of wizefi application debt projections
Are you properly protected?

Everyone with a car has car insurance. Most people with a home own home insurance. We know that doctor’s visits will be a lot more affordable if we have health insurance. But what are you really protecting?

Your most important asset is your ability to earn an income. Without it, all wealth-building efforts are compromised. WizeFi can help you get the insurance that's right for you and can connect you with a professional. We want to make sure you are well protected, as well as within the budget of a wealth-building system.

man using insurance umbrella to protect against disasters
Put your money to work.

The last step in your wealth-building plan is investing. Do you know how much to invest, which investments to make, or when to invest? WizeFi will help you answer all of these questions.

Play with the slider to see what even a little bit of investing can do for your net worth over time.

See how consistent investing
builds your net worth.

Based on a % average growth rate per year.


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