AI-native financial intelligence

Your financial life
is a story.
You should be
the one writing it.

The advisor across the table talked past you, simplified what you didn't ask to have simplified, deferred to the wrong person in the room. Our AI-first approach does none of that. It gives you expert-level intelligence — without judgment, without an appointment, without anyone deciding what you're ready to understand.

"AI makes expert-level financial modeling available privately and on demand — no human intermediary deciding whether your goals deserve their time."
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Private beta · No pushy salesperson · Access in signup order
Free while in beta. Your story, your terms.

7figs.ai · Aria
You
What's my actual duration risk if rates keep rising through 2027?
7figs.ai
Your fixed income sits at 31% — $420K — with average duration of 6.8 years. A 100bps parallel shift costs you ~$29K on that position. Given your 4-year runway to retirement, I'd trim to sub-5yr duration and rotate the freed allocation into short TIPS. Want me to model the rebalancing impact on your full plan?
You
Show me retiring at 55 vs. 58 with the studio income.
7figs.ai
At 55: $1.31M, studio income covers the gap for 6 years, 9 yrs cushion total. At 58: $1.84M, studio optional, 16 yrs cushion. The 3-year delta buys you $530K and the option to close the studio whenever you want.
Ask anything about your plan…
→
Your story, every chapter

The planning canvas. Built for your life.

Every tab below reflects your actual plan — not a template. Change a milestone, and each chapter updates. No simplification required.

My Story · Timeline
My Financial Story Every chapter of your plan — drag milestones to rewrite it · age 41 → 70
Now · 414651566166+
Sabbatical · 45
Studio · 51
Retire · 57
Travel · 54
At Retirement
$1.84M
▲ on track
Studio income
$3,200
▲ /mo modelled
Monthly income
$5,800
▲ sustainable
Cushion
16 yrs
▲ comfortable
Chapter A
Retire at 65 · stay in Seattle
Retirement age65
Portfolio at retirement$1.84M
Monthly income$5,800
Years of cushion16 yrs
Growth trajectory
Year 5
$860K
Year 12
$1.3M
Year 24
$1.84M
Chapter B
Retire at 57 · open the studio
Retirement age57
Portfolio at retirement$1.31M
Monthly income$4,100 + studio
Years of cushion9 yrs
Growth trajectory
Year 5
$860K
Year 12
$1.1M
Year 16
$1.31M
Eight fewer working years reduces the portfolio by $530K but the studio income bridges the gap for a decade. Neither chapter is wrong — the question is which story you want to tell.

Select the life elements that belong in your story. 7figs.ai models their real financial impact — because your plan should look like your life, not the planner's default.

🐾
Two dogs
~$4,200/yr
✈️
International travel
~$12,000/yr
🏺
Ceramics studio
~$5,200/yr
🏡
Vacation home
~$8,500/yr
🌿
Organic & wellness
~$6,800/yr
🚀
Small business
~$15,000/yr startup
With your selections, your plan
projects $1.84M at retirement.
All chapters funded.
16 years of cushion
Tell me your story
No forms. No judgment. Just a conversation.
Me
If I take a sabbatical at 45, what does that do to the ceramics studio plan?
AI
A year off at 45 costs you ~$88K in foregone savings plus one year of compounding. It pushes the studio timeline from 51 to 52 — but doesn't break the retirement date. If you keep the studio at 51 anyway, you'd need to bridge one extra year from your taxable account. Want me to show you both versions?
AI
Here's the cleaner path: take the sabbatical at 45, open the studio at 52 (one year later), and retire at 58 instead of 57. You lose one year on the back end but your taxable account never gets squeezed. Cushion drops from 16 to 14 years — still very comfortable.
Me
Show me the cleaner path.
Context from your plan
Current savings rate
$88K/yr
Sabbatical impact
Taxable account
$310K now
Bridge fund
Studio timeline
51 → 52 shifted
Adjusted
Cushion impact
16 → 14 yrs
Still comfortable
Chapter One
You author every detail
A studio, a sabbatical, a property, a year off. 7figs.ai's visual tools build the story you actually want to tell — not a generic projection of someone else's idea of retirement.
Chapter Two
AI brings the expertise,
without the judgment
Aria, our AI agent, surfaces what you've missed, models scenarios you haven't considered, fills in the gaps — without calibrating to anything other than your intelligence and your goals.
Chapter Three
Then the tools
to make it real
Start with your story. As your path becomes clear, 7figs.ai introduces the instruments to help you get there — on your timeline, at your pace, without anyone deciding what you're ready for.
From investors writing their story

"For the first time, my financial plan looks like my life — not a retirement calculator's idea of what my life should look like."

— Beta Tester, 41

"I added the sabbatical as a test, expecting it to tell me I couldn't. The AI showed me exactly what I'd need to do to make it real."

— Beta Tester, 43

"I didn't realize I was allowed to design my financial future this way. I thought planning meant fitting into boxes. 7figs.ai is the first tool that disagreed."

— Beta Tester, 38

Your financial life is a story.
You should be writing it.

Join the private beta. Expert-level financial intelligence — without judgment, without an appointment, without anyone deciding what you're ready to understand.

Continue with email

or

Continue with Google Continue with Apple

Private beta · No pushy salesperson · Free while in beta