Your entire financial life.
One intelligent AI.
NAVi learns your goals, builds your plan, and answers questions in detail so that you make the right money decisions.
$199 a year · Secure and private
It starts with a conversation.
In a guided Discovery Interview, NAVi learns about your life, your goals, and what matters most—so your plan reflects you.
Bring your accounts together.
Connect your bank accounts, cards, loans, and investments in minutes. Your information stays secure and private.
Review your plan.
Make it yours.
NAVi builds a plan around your accounts and what you shared. Read it, ask questions, and accept it when you’re ready.
Know what to do next.
Get clear steps in order of importance. NAVi helps you work through them, one at a time.
Stay on track, month by month.
NAVi reviews your accounts, flags what needs your attention, and updates your plan as your finances change.
Have a money question?
Ask NAVi anytime.
Message NAVi from your phone or computer, day or night. Ask in your own words and get a clear answer.
See a client’s journey.
Follow Maya from her first conversation to a plan on course—all in the real NAVi app.
Start your plan today.
$199 per year or $19.99 per month for 12 months.
Secure and private
Maya is a sample client. Figures are hypothetical, not a forecast or a guarantee.