FP One brings your accounts, goals, and timelines into one private space, so every decision makes sense for the people you care about most.
Every plan includes our full planning engine, secure data vault, and collaborative features. You only choose how many people you want to bring with you.
Two adults planning life together with shared and private spaces.
Billed yearly at $168.
Bring everyone into a shared, private view of your long-term plan.
Billed yearly at $288.
Everything you need to track income, expenses, and long-term goals on your own.
Billed yearly at $108.
One shared engine, many clients — offer FP One as your planning hub.
Billed yearly at $708.
FP One connects the accounts, decisions, and timeframes you already have into a single view your whole household can actually use.
See income, spending, and transfers across all your accounts, automatically grouped into categories that actually make sense.
Attach timelines, amounts, and people to every goal, from debt payoff to major purchases, and see if the math works in one place.
Run “what-if” scenarios for career moves, kids, relocations, and more without touching a spreadsheet.
Store key documents with the plan they belong to so everyone knows where things live when it matters.
Invite partners, family, or advisors into shared views with permissions that match how you actually live.
Get gentle, context-aware nudges when your plan drifts, not constant noise about every transaction.
Monthly savings needed to stay on track.
Connect your accounts, answer a few high-signal questions, and FP One assembles a live model of your finances that updates as life moves.
“What if we move in 3 years instead of 5?”
FP One lets you try ideas, invite feedback, and keep everything in one shared place so the plan evolves along with the people in it.
Your financial data stays encrypted in transit and at rest. FP One never sells your data or runs ads against it.
Financial plans are some of the most sensitive documents in your life. FP One treats them that way from day one.
FP One keeps track of the math so you can stay focused on the conversations: what matters, who it affects, and when you’re comfortable making the move.
No more juggling separate apps, spreadsheets, and half-remembered notes for each decision.
Invite partners and family into the same model so everyone sees the trade-offs clearly.
Capture decisions in FP One once and stop carrying them around in your head.
FP One is built for households that want a clear, shared view of money, goals, and timing — whether that’s two partners planning together or a larger family with many moving parts.
The FP One Family plan supports up to six household members. Each person gets their own secure login and can see only what you choose to share.
No. FP One does not sell your data, run ads against it, or share it with third parties for marketing.
Yes. Many households invite an advisor into a shared view so everyone stays aligned on the same numbers.