Personal finance.
On your own terms.
The first financial planning app
that helps you do it all.
Financial planning.
The way it should be.
You deserve a better way to answer all of your questions.This is personal financial advice built for the 21st century.
Personal
Your story is unique.
Define what matters most to you. What does your rich life look like?
Everything we do is focused on helping you build your ideal lifestyle. No exceptions.
Simple
Leave your calculator at home.
We do the math behind the scenes and break personal finance down into simple terms that allow you to make decisions with confidence.
No experience necessary.
Comprehensive
This is a lifestyle plan. Not budgeting, micro-investing, or expense-tracking. Previsio crafts plans for the “whole” you.
Confidently plan and make decisions with the big picture in mind.
Affordable
Don't spend thousands of dollars on questionable financial advice that might not be relevant when priorities change.
Easily modify your plan when life happens at a fraction of the cost with tools and technology traditional financial advisors wish they had.
Your perfect lifestyle in three simple steps.
Let's get to know you.
Our quick and friendly interview will help us learn a little more about where you are and where you want to be.
What is your ideal lifestyle? Let's dig in and find out how to make it happen.
We craft your plan.
As your digital financial advisor, we'll get you started off right, and you can make changes anytime for a plan that is perfectly you!
In the background we'll be working hard and getting better every day using machine learning to make sure your plan is always at its tip top.
Start your journey.
We give you everything you need to put your plan in motion.
You're in the driver's seat, but we'll be here to help every step of the way.
No matter the obstacles, road-blocks, or changes that come along, it's our job (and privilege) to get you to your destination safely and efficiently. And most importantly, help you enjoy the ride!
More features you'll love!
Smart Planning
The tools you need to make important decisions and create achievable goals.
All In One
All of your accounts in one place so you can build a complete plan and track progress.
Secure
We respect your data. Your privacy and security is top priority.
Forecasting
See the impact of your decisions right now and in the future. Fast!
Automation
Effortlessly put your plan on autopilot.
Alerts
We'll notify you when something's up. Only when you need to know.
Flexible
Never feel stuck. Our plans easily grow and adapt with you.
Friendly
A safe place for financial advice. We don't judge. We're just here to help.
Personalized learning for everyone.
Created by experts. Made for you.
Unlock Your Best Lifestyle
Personalized lifestyle planning is at the core of everything that we do at Previsio. If you find yourself wondering, “What exactly is Lifestyle Planning? And why should I care?”, you’re in the right place! Read on to understand more about how personalized lifestyle planning can help you unlock your best lifestyle, both now and in the future.
...show more
Emergency funds. Who needs them?
Building an emergency fund is one of the most important steps you can take towards living a financially stable life. We will take you through some of the basics to help make sense of the benefits of having emergency savings and what you risk by not having any.
...show more
To Debt or Not to Debt?
Many think that debt is the root of all evil. The truth is debt can come in many forms, both good and bad. In this article we will go over the most important things to understand about debt and how to make it work for you.
...show more
Planning for Retirement?
For many, planning for retirement can seem like a daunting task. That’s why it’s essential to have a good understanding of what you can do right now to ease your mind when it comes time to leave your job for good. Read on to learn about the most important things you need to know about retirement, and how to plan for it.
...show more
The Wonder of Compounding Interest
A pretty smart person (Albert Einstein) once said, “Compound interest is the 8th wonder of the world. He who understands it, earns it… he who doesn't… pays it.” Let’s see why one of the smartest people in the world thinks so highly of compound interest, and why it is vitally important to investing.
...show more
Debt. Good or Bad?
Telling the difference between good and bad debt can be really challenging at times. In this article we’ll give you the tools you need to be able to tell them apart, and to sharpen your personal finance knowledge.
...show more
Where Should I Put My Money?
To grow our money and take advantage of compounding interest, we need to invest. But how do we know where to invest our money? Should we put all of our money in one really good stock? Read on to find out the best ways to invest your hard earned cash.
...show more
Put It On My Tab... Credit Cards Explained
Credit cards are a much talked about topic in personal finance. Should you use them or not? Some experts recommend staying away from credit cards altogether, while others say that everyone should have plastic. While we don’t take a stance either way, it is important to know how you can use credit cards as a tool, and when to step back and take a break. Read on to learn more!
...show more
It's Just My Credit Score... Right?
You might not lead with “Do you want to see my credit score?” on a first date, but your credit is almost that important! So, when it comes to your credit, it’s best not to be left in the dark. Read on to learn about what a credit score is, how to improve it, who needs credit, and why it’s so darn important.
...show more
Picking Favorites: Paying Off Your Debts
When it comes to picking which debt to payoff first, the decision can be challenging. Of course, we always recommend making the required payments on all of your debts. But if you have a little extra cash, how do you choose which goes first? Read on to find out some well grounded approaches to the debt payoff problem.
...show more
Credit Card Debt. Gone Forever.
Nearly 40% of all households in the US have credit card debt that isn’t paid off every month. You’re not alone if you are trying to break free from credit card debt. If you are serious about digging yourself out of debt, read on to learn the most reliable way to tackle this challenging problem
...show more
When Do I Buy? When Do I Sell?
When investing, it can be tempting to wait for the next crash before buying in. In this article we explore strategies for building long-term wealth that really work, and take the stress out of deciding what to do.
...show more
Fast Cash Now? Not So Fast!
When you’re in a bind and need money fast, you might want to think twice before going down the street to that payday lender to borrow money. Keep reading to understand why taking out a payday loan, auto title loan, or a similar type of loan might not be the best idea.
...show more
Debt Assistance Resources
If you’ve tried everything and can’t seem to break free of your debt, it may be time to explore debt assistance through credit counseling or other means. Read on to find some external resources to get you the help you need.
...show moreUnlock Your Best Lifestyle
Personalized lifestyle planning is at the core of everything that we do at Previsio. If you find yourself wondering, “What exactly is Lifestyle Planning? And why should I care?”, you’re in the right place! Read on to understand more about how personalized lifestyle planning can help you unlock your best lifestyle, both now and in the future.
...show moreEmergency funds. Who needs them?
Building an emergency fund is one of the most important steps you can take towards living a financially stable life. We will take you through some of the basics to help make sense of the benefits of having emergency savings and what you risk by not having any.
...show moreTo Debt or Not to Debt?
Many think that debt is the root of all evil. The truth is debt can come in many forms, both good and bad. In this article we will go over the most important things to understand about debt and how to make it work for you.
...show morePlanning for Retirement?
For many, planning for retirement can seem like a daunting task. That’s why it’s essential to have a good understanding of what you can do right now to ease your mind when it comes time to leave your job for good. Read on to learn about the most important things you need to know about retirement, and how to plan for it.
...show moreThe Wonder of Compounding Interest
A pretty smart person (Albert Einstein) once said, “Compound interest is the 8th wonder of the world. He who understands it, earns it… he who doesn't… pays it.” Let’s see why one of the smartest people in the world thinks so highly of compound interest, and why it is vitally important to investing.
...show moreDebt. Good or Bad?
Telling the difference between good and bad debt can be really challenging at times. In this article we’ll give you the tools you need to be able to tell them apart, and to sharpen your personal finance knowledge.
...show moreWhere Should I Put My Money?
To grow our money and take advantage of compounding interest, we need to invest. But how do we know where to invest our money? Should we put all of our money in one really good stock? Read on to find out the best ways to invest your hard earned cash.
...show morePut It On My Tab... Credit Cards Explained
Credit cards are a much talked about topic in personal finance. Should you use them or not? Some experts recommend staying away from credit cards altogether, while others say that everyone should have plastic. While we don’t take a stance either way, it is important to know how you can use credit cards as a tool, and when to step back and take a break. Read on to learn more!
...show moreIt's Just My Credit Score... Right?
You might not lead with “Do you want to see my credit score?” on a first date, but your credit is almost that important! So, when it comes to your credit, it’s best not to be left in the dark. Read on to learn about what a credit score is, how to improve it, who needs credit, and why it’s so darn important.
...show morePicking Favorites: Paying Off Your Debts
When it comes to picking which debt to payoff first, the decision can be challenging. Of course, we always recommend making the required payments on all of your debts. But if you have a little extra cash, how do you choose which goes first? Read on to find out some well grounded approaches to the debt payoff problem.
...show moreCredit Card Debt. Gone Forever.
Nearly 40% of all households in the US have credit card debt that isn’t paid off every month. You’re not alone if you are trying to break free from credit card debt. If you are serious about digging yourself out of debt, read on to learn the most reliable way to tackle this challenging problem
...show moreWhen Do I Buy? When Do I Sell?
When investing, it can be tempting to wait for the next crash before buying in. In this article we explore strategies for building long-term wealth that really work, and take the stress out of deciding what to do.
...show moreFast Cash Now? Not So Fast!
When you’re in a bind and need money fast, you might want to think twice before going down the street to that payday lender to borrow money. Keep reading to understand why taking out a payday loan, auto title loan, or a similar type of loan might not be the best idea.
...show moreDebt Assistance Resources
If you’ve tried everything and can’t seem to break free of your debt, it may be time to explore debt assistance through credit counseling or other means. Read on to find some external resources to get you the help you need.
...show moreUnlock Your Best Lifestyle
Personalized lifestyle planning is at the core of everything that we do at Previsio. If you find yourself wondering, “What exactly is Lifestyle Planning? And why should I care?”, you’re in the right place! Read on to understand more about how personalized lifestyle planning can help you unlock your best lifestyle, both now and in the future.
...show moreEmergency funds. Who needs them?
Building an emergency fund is one of the most important steps you can take towards living a financially stable life. We will take you through some of the basics to help make sense of the benefits of having emergency savings and what you risk by not having any.
...show moreTo Debt or Not to Debt?
Many think that debt is the root of all evil. The truth is debt can come in many forms, both good and bad. In this article we will go over the most important things to understand about debt and how to make it work for you.
...show morePlanning for Retirement?
For many, planning for retirement can seem like a daunting task. That’s why it’s essential to have a good understanding of what you can do right now to ease your mind when it comes time to leave your job for good. Read on to learn about the most important things you need to know about retirement, and how to plan for it.
...show moreThe Wonder of Compounding Interest
A pretty smart person (Albert Einstein) once said, “Compound interest is the 8th wonder of the world. He who understands it, earns it… he who doesn't… pays it.” Let’s see why one of the smartest people in the world thinks so highly of compound interest, and why it is vitally important to investing.
...show moreDebt. Good or Bad?
Telling the difference between good and bad debt can be really challenging at times. In this article we’ll give you the tools you need to be able to tell them apart, and to sharpen your personal finance knowledge.
...show moreWhere Should I Put My Money?
To grow our money and take advantage of compounding interest, we need to invest. But how do we know where to invest our money? Should we put all of our money in one really good stock? Read on to find out the best ways to invest your hard earned cash.
...show morePut It On My Tab... Credit Cards Explained
Credit cards are a much talked about topic in personal finance. Should you use them or not? Some experts recommend staying away from credit cards altogether, while others say that everyone should have plastic. While we don’t take a stance either way, it is important to know how you can use credit cards as a tool, and when to step back and take a break. Read on to learn more!
...show moreIt's Just My Credit Score... Right?
You might not lead with “Do you want to see my credit score?” on a first date, but your credit is almost that important! So, when it comes to your credit, it’s best not to be left in the dark. Read on to learn about what a credit score is, how to improve it, who needs credit, and why it’s so darn important.
...show morePicking Favorites: Paying Off Your Debts
When it comes to picking which debt to payoff first, the decision can be challenging. Of course, we always recommend making the required payments on all of your debts. But if you have a little extra cash, how do you choose which goes first? Read on to find out some well grounded approaches to the debt payoff problem.
...show moreCredit Card Debt. Gone Forever.
Nearly 40% of all households in the US have credit card debt that isn’t paid off every month. You’re not alone if you are trying to break free from credit card debt. If you are serious about digging yourself out of debt, read on to learn the most reliable way to tackle this challenging problem
...show moreWhen Do I Buy? When Do I Sell?
When investing, it can be tempting to wait for the next crash before buying in. In this article we explore strategies for building long-term wealth that really work, and take the stress out of deciding what to do.
...show moreFast Cash Now? Not So Fast!
When you’re in a bind and need money fast, you might want to think twice before going down the street to that payday lender to borrow money. Keep reading to understand why taking out a payday loan, auto title loan, or a similar type of loan might not be the best idea.
...show moreDebt Assistance Resources
If you’ve tried everything and can’t seem to break free of your debt, it may be time to explore debt assistance through credit counseling or other means. Read on to find some external resources to get you the help you need.
...show more