- A Complete View
- Grade Your Progress
- Interactive Spending Plan
- Sophie Can Help
- Simple and Fun
- Safe and Secure
- Truly Independent
- Free, Baby, Free
- FAQ
- Get Realistic Solutions
- See the Big Picture
- Balance Now vs. Later
- Your Goals, Your Way
- Save & Payoff Debt
- Cover Your Assets
- Match Investments to Goals
- FAQ
Cover Your Assets
As boring as it might sound, your financial plan isn’t complete without the proper insurance, especially life insurance. If you lose your income (which is what happens when you check out), insurance is the only way to make sure your family doesn’t take a major financial hit. SimpliFi helps you determine how much insurance you need and gives you a way to put an insurance plan in place. So cover your assets!


