Financial Fitness Passport

Financial Fitness Passport is an AI-powered financial wellness platform designed for individuals and organizations seeking to understand and improve financial health. It offers a dashboard for tracking finances, tailored AI guidance, an exclusive Retirement Number™ metric, debt and cash flow analysis, educational content, and privacy-first design without bank account linking. Pro members gain access to Penny™, an AI financial coach, advanced calculators, document analysis, and personalized improvement roadmaps. The tool serves consumers as well as employers, advisors, banks, and credit unions looking to offer financial wellness solutions.