Pefin is completely free during our beta period. We'll be rolling out access over the next few weeks.
For the first 10,000 users who sign up Pefin is just $6/month for the first year (50% off the regular price).
Thanks for requesting an invite.
Thanks for requesting to be notified. We will reach out to you when we launch!
It seems like you have already signed up for early access. Thank you for your patience.
Sorry, there was a problem with your request. Please try again later.
You can connect all of your online financial accounts to Pefin — from your bank accounts and credit cards to your savings, mortgages, loans, and investment accounts.
Pefin builds a complete picture of your current finances in minutes.
Comprehensive Financial Planning
Children
Home / Moving
Retirement
College
...and more
Pefin helps you plan for the big and small things in life - from having a child, to sending her to college, to an annual vacation, or paying off a car.
Each plan factors in hundreds of details letting you see how your life truly changes over months and years.
Comprehensive Financial Planning
Children
Home / Moving
Retirement
College
...and more
The details Pefin takes care of
daycare costs where you live
nanny and babysitter expenses
diapers, toys, healthcare, and so much more
cost of private school where you live
child related tax deductions and exemptions
one time expenses (e.g. baby gear and nursery)
Comprehensive Financial Planning
Children
Home / Moving
Retirement
College
...and more
property taxes by location
mortgage rates by loan-to-value and location
cost of living changes
maintenance, utilities, insurance, and PMI
closing costs by location
mortgage interest and property tax deductions
Comprehensive Financial Planning
Children
Home / Moving
Retirement
College
...and more
social security benefits
medicare premiums (parts A to D)
medicare gap insurance
change in healthcare expenses by age
out of pocket healthcare expenses by age
insurance (self-coverage) for early retirees
Comprehensive Financial Planning
Children
Home / Moving
Retirement
College
...and more
tuition, fees, room & board for every US university
student loan interest rates
year over year cost increases above inflation
Comprehensive Financial Planning
Children
Home / Moving
Retirement
College
...and more
Pefin also helps you plan for
annual vacations
a new car
time off work
a career change
Intelligent Guidance
We show how your plans connect together. How will a new home affect your monthly spending? Will you receive additional tax savings? What happens if you have a child? Does paying for her college change when you can retire?
And, if things get tight, we’ll guide you through the best possible options so they are back on track.
We Learn From You
The plans you make with Pefin are not something you do one time and revisit months later.
Our AI technology learns from your spending and savings patterns. And, we keep track of markets and changing economic conditions. If your plans' affordability changes, we’ll tell you right away and show you what to do next.
Investments Personalized For Your Life
How you save and invest should be as unique as your life.
Pefin’s AI Investment Advisor constructs and manages investment portfolios linked to your plans and preferences. Your investments are always tailored to achieve the best financial outcome for you. No more one size fits all approaches.
Coming Jan 2017
Sound Interesting?
Please enter a valid email address
Notify me on launch
Although our Beta is now closed to new users, sign up and be among the first to know when we launch!
Thank you!
Thanks for requesting to be notified. We will reach out to you when we launch!
It seems like you have already signed up for early access. Thank you for your patience.
Sorry, there was a problem with your request. Please try again later.