PlanForgePlanForge
PlanForge for iPhone and Android

See where your money is headed, right from your phone.

Your balance, bills, and goals live in one place, with every day in between mapped out. Run the numbers, sign what needs signing, and see what lands when.

Download on theApp StoreGet it onGoogle Play

It's included with your employer's PlanForge plan, and it's free to start on your own with no card needed. Works on iOS 16 or later and Android 7 or later.

Two ways in

Your 401(k) is with PlanForge

See your balance, what you put in each paycheck, the documents waiting on your signature, and every tool below. Sign in with the email your employer has on file, then set a PIN once.

Sign in

Planning on your own

Forecast your cash, build a budget, and set goals with your real numbers. It's free to start with no card needed, and it works with or without a PlanForge 401(k).

Create my free account
Your 401(k)

Where your balance lands, and what one change does to it.

A statement tells you what you have today. Sign in and you'll also see where it's heading: your balance at the age you plan to retire, what that's worth as monthly income in today's dollars, and the contribution, employer match, and salary behind it. The assumptions sit right under the number, where you can see them.

Then the part a statement never gives you: what one specific change would be worth in dollars a month, and a way to act on it while you're still looking at it.

The 401(k) projection screen in the PlanForge app. A large projected balance at age 67 sits above the monthly retirement income it supports in today's dollars, the deferral, employer match and salary the projection assumes, a line showing what four hundred dollars a month more would add, and buttons to raise the deferral or open the full projection.
One participant's screen, with their own salary and contribution in it. A projection is an estimate built on the assumptions named on the screen, so it's not a guarantee.
Financial ForgeCast

Your money, day by day, 100 days out.

Most money stress comes down to timing, like whether payday lands before the bill does. ForgeCast shows you the whole runway, so a tight week shows up while there's still time to do something about it.

Add your bills, your cards, your outside accounts, and your budget, and ForgeCast gets sharper every time.

The Financial ForgeCast screen in the PlanForge app, showing a 100-day cash forecast that reads Clear through Nov 3, with a chart of every day's balance and the lowest point marked.
One participant's ForgeCast, with their own numbers in it. Yours is built from what you tell it.
In the day-by-day calendar
Amber
A day your balance dips below the cushion you set.
Red
A day you'd go negative if nothing changes.
A star
Marks the day a savings goal hits its target.
Alexis

Ask about your own numbers.

Ask Alexis what's safe to spend this week, when your goal lands, or what happens if you put more toward the card. She answers from your real numbers.

Nick Moore, CFP®

The big questions go to a real advisor.

Everyday questions get answered in the app. The big ones go straight to Nick. Messages, documents, and deadlines all sit in one place, so nothing waits on hold music.

The toolbox

13 planning tools, all in the app.

  • 01
    Budget Planner
  • 02
    Financial ForgeCast

    Your cash flow day by day, up to 100 days out.

  • 03
    Retirement Outlook
  • 04
    Social Security
  • 05
    Roth vs Traditional
  • 06
    Debt Planner
  • 07
    Investment Property

    Buy a rental through a brokerage, Solo 401(k), or IRA.

  • 08
    Life Insurance
  • 09
    HSA Check

    Eligibility and contribution limits.

  • 10
    Estate Planning
  • 11
    Savings Goals
  • 12
    Emergency Fund
  • 13
    Financial Resources

Net worth, outside accounts, a dedicated retirement view, and a shared household space sit alongside them, so a family can plan together and keep private what should stay private.

Why get the app

Face ID, Touch ID, or a PIN

Unlock with your face or a fingerprint. No password to remember.

Alerts that matter

You hear about deadlines, documents to sign, and messages from your advisor, and that's it.

The business owner's plan setup screen in the PlanForge app, headed Pay your team, not the IRS. It estimates the SECURE Act 2.0 tax credits the company could claim over five years and how much of that lands in year one, and notes that the estimate comes from headcount and sharpens once the census is in.
One company's setup screen. The credits are estimated from its headcount and depend on the plan it adopts. Its census turns that estimate into a real number.
For business owners

See what the plan is worth to your business.

Same app, same sign-in. You land on a setup screen that answers the money question first: what SECURE 2.0 tax credits could be worth for your headcount, how much of that lands in year one, and what setup still needs from you.

Once your plan is live, the same account shows participation, plan ROI, how your fees compare with plans your size, and your quarterly and annual reports.

Want the picture before you install? The Owner Calculator on our site builds it from your team.

Open the Owner Calculator
For partners

See where every introduction stands.

Your partner workspace shows each referral from Submitted through Implemented. Open one to see its current stage, contact details, and what's happened so far.

Your sharing tools and the partner directory are right there when you need them.

Want the partner math before you apply? The Partner Calculator on our site builds it from your book.

Open the Partner Calculator
How to get in
  1. Install the app and tap Request access on the entry screen, then choose the professional partner option.
  2. Once we approve you, open the app, tap Continue as Partner, and sign in with that email.
Request partner access
Sample partner referral detail in PlanForge: an introduction marked Implemented with a five-stage pipeline, contact information, and a clear sample-data notice.
Sample referral in the partner workspace. The company and status shown here are demonstration data.