The easiest way to get independent, comprehensive financial advice on the Internet. No big words or complicated formulas. No boring spreadsheets. Just tell Sophie where you are and where you want to go, and she’ll do the rest.

Sophie is GoSimplifi’s figure-concious Virtual Financial Advisor, and her job is to help guide you through the online planning process. If you get stuck along the way or aren’t sure what to do next, just click on Sophie and she will fill you in! Once you’ve made a plan, Sophie will send you reminders so you can stay on track.

Say hello to Sophie!

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Because it’s easier than you think! Starting a plan is as easy as pie (if you don’t have one already). Simplifi takes the guesswork and stress out of money management. When you think about planning, think about all the REALLY hard things you do every day… say, raise a family!

GoSimplifi provides bank level security so that your information is absolutely safe. In addition, we are the only online financial planner that is SEC certified. We do not share your information with anyone because your peace of mind is a top priority to us. No account numbers, no account data transfers, and no data sharing without your approval. We do not share your information with anyone because your peace of mind is a top priority to us.