Your financial life, optimized.
SAVVI uses deep computational processing, applied analytics, and advanced mathematics to optimize for the complex challenge of turning your financial life into a simple action plan.
Three simple steps to financial empowerment:
Get your financial picture organized. Quickly connect your accounts or enter them manually along with your income and benefits. Once collected, this dashboard will provide newfound clarity on your financial life.
Step 2 →
Discover what matters to you and what is worth striving for. We make it easy to set goals to achieve a financial future worth dreaming about.
Step 3 →
A goal without a plan is just a wish.† We create a financial plan that unlocks hidden opportunities and gives you the confidence to achieve your envisioned future.
← Back to Step 1
How the SAVVI Advice Engine Works
SAVVI makes you the hero of your financial journey by analyzing your financial situation and giving you specific, actionable recommendations. SAVVI will not only help you make smart decisions (optimized and stress tested), but show you how those choices will impact you now and for years to come.
Americans' financial outcomes are influenced by a staggeringly complex set of factors; the tax code (there are over 150 federal tax forms for individuals published by the IRS†), Social Security elections, inflation assumptions, investment projections and a lot more. The SAVVI engine processes these intricately interconnected data points automatically, so you can make savvy decisions without doing any of the math.
Our decision optimizer identifies a course of action (from millions of possible scenarios) that seeks to maximize the possibility of you achieving the goals you set. SAVVI will consider many facets of your financial life, including your goals in light of real-world financial facts and life’s uncertainty. The optimizer will:
- Discover Opportunities
- Navigate Complex Interrelations
- Make Sophisticated Trade-Offs
- Optimize Spending, Saving, & Taxes
- Manage Life Uncertainty
- Manage Investment Risk
Stress Test Simulator
Once we've formulated your plan, we analyze it to show how it stands up to the test of time, using simulations that reveal how it might perform under market conditions like the Great Depression (1929), the Tech Market Bubble (2001), or the Housing Crisis (2008).