For the investor who knows what they want

Your vision for
your future.
Designed by you.

Most financial planning builds a generic projection and hands it to you. 7figs.ai starts with your life and your choices — the lake house, the retirement date, the consulting income, the sabbatical — and builds the numbers backward from there.

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Private beta · No pushy salesperson · Access in signup order
Free while in beta. Build your story from day one.

My Financial Story
Your Planning Canvas
Every goal, every milestone — modelled together
🏡
Lake house by 50
Own outright · no mortgage
$680K
🌅
Retire at 58
On my terms · 15 yrs away
58
💼
Consulting income
Part-time · post-retirement
$3,400/mo
✈️
Two dogs + travel
Lifestyle · modelled in
$16K/yr
Projected at retirement
$1.6M
▲ all goals funded
Years of cushion
14 yrs
Designed by you
The Planning Canvas

Design it. Model it. Own it.

Every tab below is a view into your plans — your milestones, your lifestyle choices, your what-ifs. Change one thing and the rest recalibrates. AI first, no advisor required.

My Story · Timeline
My Financial Story Drag milestones to model changes · age 43 → 65
Now · 434751555963+
Lake House · 50
Retire · 58
Consulting · 59
Travel Fund · 54
At Retirement
$1.6M
▲ on track
Lake House
$680K
▲ funded
Monthly Income
$5,200
▲ sustainable
Cushion
14 yrs
▲ comfortable
Scenario A
Original plan · Retire at 58
Projected portfolio$1.6M
Lake houseFunded ✓
Monthly income$5,200
Years of cushion14 yrs
Growth trajectory
Year 5
$940K
Year 10
$1.2M
Year 15
$1.6M
Scenario B
Early retirement · Retire at 54
Projected portfolio$1.1M
Lake houseDelayed to 52 ↓
Monthly income$3,800
Years of cushion8 yrs
Growth trajectory
Year 5
$940K
Year 10
$1.0M
Year 11
$1.1M
Retiring 4 years earlier reduces your cushion from 14 to 8 years and delays the lake house by 2 years. Your call — 7figs.ai models both; you decide which story is yours.

Add any lifestyle goal and see its exact impact on your plan — before you commit. These are your choices, not a planner's assumptions.

🌅
Early retirement
+$2,100/mo living
✈️
International travel
$16K/yr budget
🏕️
1-year sabbatical
~$3,400/mo impact
🏠
Parent care support
$1,800/mo est.
🐕
Two dogs
$200/mo modelled
🎓
College funding
$800/mo savings
With your current selections,
your plan projects $1.6M
at retirement — all goals funded.
14 years of cushion
AI Financial Advisor
Answers based on your full plan · Not generic advice
AI
Your plan is on track. You have one timing conflict worth discussing — the lake house purchase at 50 and your peak savings window overlap. There's a smarter sequencing.
Me
What's the best way to fund the lake house without delaying retirement?
AI
Your taxable brokerage hits $680K by age 48 — two years before your target. If you earmark that bucket now and redirect contributions to your 401k post-purchase, retirement stays on track. I can model the rebalancing to confirm.
AI
Plan context pulled
Taxable brokerage
$420K current
Growing
Lake house target
$680K at age 50
Milestone
Retirement target
Age 58 · $1.6M
On Track
AI insight
Rebalance at 48
Recommended
One
Designed by you,
not for you
Every milestone, every income stream, every lifestyle choice — you define what goes in. 7figs.ai models the reality, not a generic template. The plan reflects what you think is important, not what a planner or advisor does.
Two
AI advises.
You decide.
The AI surfaces what you might have missed and runs the numbers — you remain in the author's seat throughout. No one decides what you're ready to understand.
Three
Cautious where
you need it
If protecting what you've built matters more than aggressive growth, 7figs.ai works with that. Your investment temperament is part of the design, not an obstacle to manage around.
From investors building their story

"I didn't realize how much I had been deferring. 7figs.ai showed me my own financial story — and it looked exactly like what I actually want."

— Beta Tester, 44

"The vision board metaphor is exactly right. I can see my future, I built it myself, and the numbers are real."

— Beta Tester, 39

"For the first time in my adult life, I feel like the one making the decisions. Not signing off on someone else's."

— Beta Tester, 47

Your vision for your future.
Begin designing it.

Join the private beta. Be the first to use 7figs.ai's planning canvas — and build the story you've been waiting to tell.

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Private beta · No pushy salesperson · Free while in beta