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Build a Savings Plan With our Vacation Tool

Did you know that you could take a vacation every year and accumulate no debt? All you need to do is use the GoSimplifi service and add “vacation” as one of the “things you want”. Sophie will let you will know how much you can afford to spend this year.

Vacation Planner
Tax Reality Check
Do You Need a Plan?
Planning Goals
Financial Advisor

What Is GoSimplifi?

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.

What's the Word?

Who Is Sophie?

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!

GoSimplifi on TV

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Why Plan?

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!

Double Your Refund!

There are many things you can do with your tax refund, but there are only a few things that are smart and of course simple. SimpliFi® has created a “Tax Reality Check” to help your maximize your tax refund. Just simply click here and get access to facts, fun and even a chance to double your tax refund. It’s all here and it’s all simple.

Top-Notch Thinking

SimpliFi® was named one of the top ten most innovative finance companies by Fast Company magazine. Read story...

Is it Safe?

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.