Financial Fitness Passport™ is unclaimed —

Financial Fitness Passport™

AI-Powered Financial Guidance Software·financialfitnesspassport.com

Financial Fitness Passport is an AI-powered financial wellness platform that scores users' financial health across seven pillars (cash flow, emergency fund, debt, insurance, estate, tax, and investing) and provides guided tools to improve it. It features a proprietary Retirement Number calculator, an AI financial coach called Penny, debt payoff simulators, and an educational academy. The platform is privacy-first, requiring no bank account linking, and also offers business solutions for employers, financial advisors, and banks.

What it's for

Assessing overall financial health with a Passport ScoreCalculating a personalized Retirement NumberPlanning debt payoff using snowball or avalanche strategiesBuilding an emergency fundTracking insurance coverageEstate planning guidanceTax optimizationTracking investments across accountsSetting and tracking financial goalsEmployee financial wellness benefits programsClient engagement for financial advisors and firmsCo-branded financial wellness for banks and credit unions

Features 18

6-tool Financial Calculators Suite (life insurance, disability, mortgage, PV/FV, college savings)
Anonymous benchmarking against peers
Cash Flow Analysis with built-in tax calculator for all 50 states
Debt Plan with Snowball and Avalanche strategies and simulator
Emergency Fund planning
Estate planning guidance
Financial Goals Planner
Gamified badge progression (Bronze to Platinum)
Insurance coverage tracking with 10-item checklist
Interactive Educational Academy with glossary
Investment tracker across 401(k), IRA, brokerage accounts
Passport Score financial health scoring
PDF export of financial passport
Penny AI Financial Coach with document analysis
Privacy-first design with no bank account linking
Progress Interpreter AI analysis of financial wins and risks
Retirement Number™ calculator
Tax optimization tools

At a glance

free tierfree trial

TypeWeb app

DeploymentCloud

PlatformsWeb, iOS, Android

Forindividuals, employers, financial advisors and firms, banks and credit unions

CompanyDALS Technology, Inc.

Pricing

Enterprise pricing is custom/quote-based, with example pricing of 100 employees at $45/employee/year. The Free plan requires no credit card; the 7-day Pro trial requires a credit card and will convert to paid unless cancelled before the trial ends.

FreeFree

Forever free

Includes account creation, onboarding self-assessment, and a temporary Passport Score; full roadmap and modules require Pro

Pro Monthly$9.99/mo

Billed monthly

Pro Annual$6.67/mo · billed annually

Billed annually; save 33% versus monthly billing

EnterpriseQuote

Contact Sales for a custom quote

For teams of 25+ employees; custom pricing

Save 33% by choosing annual billing ($79.99/year instead of $9.99/month)