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Fortunately

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Fortunately is an automated financial planning app that gives families a clear, actionable roadmap that shows how much you need to save to hit their goals, what accounts you should be saving in, and how much to save in stocks, bonds, and cash.

We help young families achieve their dreams. Get continuous guidance on how to save and invest for your home, retirement, and college goals with Fortunately. Create an automated financial plan in less than 5 minutes.

License model

  • Freemium • Proprietary

Application type

Platforms

  • Mac
  • Online
  • Android
  • iPhone
  • Android Tablet
  • iPad
  • Google Chrome
  • Safari
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Properties

  1.  Privacy focused

Features

  1.  Financial planner

 Tags

  • financial-plan

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Fortunately information

  • Developed by

    Fortunately

  • Licensing

    Proprietary and Freemium product.

  • Pricing

    Subscription that costs $5 per month + free version with limited functionality.

  • Alternatives

    21 alternatives listed

  • Supported Languages

    • English

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Fortunately was added to AlternativeTo by Lindsay Jones on Sep 7, 2022 and this page was last updated Sep 7, 2022.
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What is Fortunately?

Fortunately is an automated financial planning app that gives families a clear, actionable roadmap that shows how much you need to save to hit their goals, what accounts you should be saving in, and how much to save in stocks, bonds, and cash. We know that starting a family comes with several big financial decisions. We help answer questions like:

How much house can I afford? Should I be saving in a 529 for my kids’ college? How much? How much should I be putting aside for retirement so my kids won’t need to support me when I’m older?

Fortunately understands all these financial tradeoffs. We takes the software that financial planners secretly use behind the scenes, improves on it, and makes it easy enough for you use on your own. Fortunately continuously analyzes your finances to show you how to save today – and, just as importantly, what you can think about later.

After a free 30 day trial, Fortunately costs just $5/month.

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