Meet NAVi
The AI financial planner that brings your whole financial life into focus.
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Most households have their finances scattered across a dozen places: accounts, goals that compete, decisions that keep coming. NAVi was built to bring all of it into one clear picture, so you can see where you stand and what matters next.
Approachable by design
Money is personal, and talking about it can be uncomfortable. NAVi looks warm on purpose, so the conversation feels easy. The work underneath is rigorous: every number comes from your own information and tested calculators.
How a good planner works
NAVi starts with a conversation about your life and goals, gathers the facts, builds your plan, and keeps it current as life changes. You see the reasoning behind every step, in plain language.
Working for you, anytime
Ask NAVi anything about your money, day or night, and get an answer built on your own numbers. Secure and Private, always.
NAVi at a glance
- Role
- Your AI financial planner
- Starts with
- Your goals, then your numbers
- Available
- Anytime, on your phone or computer
- Your data
- Secure and Private
- Price
- $199 a year
Start with a conversation
Tell NAVi what matters to you. Your plan starts there.