COMING SOON — PLUS: LIVE BANK SYNC VIA PLAID. YOUR CALL, AS ALWAYS.
FREE TO START · LOCAL-FIRST · CLOUD SYNC OPTIONAL

Track Tuesday’s groceries. Forecast tomorrow’s IRA.

One app where the $4 coffee quietly sharpens your 40-year projection

✓ REAL US TAX ENGINE  ✓ LIFETIME PROJECTION  ✓ WORKS OFFLINE
Budget · June−$405 LEFT
Groceries$545 / $450
Rent / Mortgage$1,850 / $1,850
Coffee Shops$71 / $80
ACTUALS FEED THE PLAN — RE-RAN TO AGE 90
Net worth · Age 35→90$5.52M
FI · AGE 52RETIRE · AGE 60PLAN → 90
ONE APP · TWO JOBSBUDGET·RETIREMENT
THE LOOP

Your budget and your retirement, finally on speaking terms.

Most apps do one or the other. Foundera closes the loop: what you spend today quietly re-draws where you land at 90.

01
Tuesday happens.

Groceries, rent, the coffee. Type it in, import a CSV — and soon, let your linked accounts log it for you.

⌂ BY HAND · FREE ⇄ VIA PLAID · PLUS · COMING SOON
02
The plan re-runs.

Every entry re-computes your projection to age 90 — through a real US tax engine, not a rule of thumb.

AMT · NIIT · QBI · LTCG STACKING
03
The horizon moves.

Watch your FI date respond to real life — fourteen months closer, or a nudge further, honestly reported.

FI · AGE 52 ▲ 14 MO CLOSER
THE PLANNER

A real plan, not a rule of thumb.

Foundera walks your money forward one year at a time — income, spending, accounts, taxes — from tonight to age 90. Then it stress-tests the whole thing against a thousand market histories.

Ask it anything you’ve been afraid to ask a spreadsheet:

RETIRE AT 52? ROTH LADDER? BUY THE HOUSE? SABBATICAL YEAR?
Projection · deterministic + Monte CarloRE-RAN 0.4S AGO
35FI · 52RETIRE · 6090
END OF PLAN
$5.52M
FUNDED TO 90
100%
SAFE SPEND / YR
$73.7K
THE MONEY

Everything with a dollar sign, in one ledger.

Budgets that forgive.

Monthly envelopes with rollover — an over here, an under there, and the plan absorbs it honestly.

Groceries$545 / $450
Accounts, all of them.

Checking to brokerage to the old 401(k) — one net-worth line, updated as you go.

NET WORTH TODAY
$412,806
Entries, your way.

Log by hand in seconds, import CSV from anywhere — and Plaid live sync is coming soon to Plus.

Blue Bottle Coffee
COFFEE SHOPS · 8:04 AM
−$4.00
THE TAX ENGINE

The boring part, done properly.

Most planners guess at taxes with a flat percentage. Foundera quietly files a pretend return for every year of your plan — brackets, deductions, and the alphabet soup included — so the number at the end is one you can trust.

AMT NIIT QBI LTCG STACKING FEDERAL BRACKETS, YEARLY
2031 · projected filingONE OF 55 YEARS
Federal income tax$18,240
LTCG, stacked properly$3,712
NIIT$418
AMT checkPASSES
RECOMPUTED FOR EVERY YEAR, EVERY SCENARIO.
PRICING

Three ways to feed the loop.

While Foundera is in alpha, everything is free — every tier, every feature, no card. The prices below are a preview of what launch will look like.

Starter⌂ FREE FOREVER
$0
NOT A TRIAL · NO CARD
The core planner & budgeting
Deterministic year-by-year projection
CSV import from any bank
No account needed
Start free
Plus⇄ PLAID SYNC · SOON
$9/mo
$90/YR · 2 MONTHS FREE
Everything in Starter
Monte Carlo & FIRE analysis
Reports & trends
Rules & rollover auto-budgeting
Plaid bank sync — coming soon
FREE DURING ALPHA
Pro✦ EVERYTHING + AI
$18/mo
$180/YR · 2 MONTHS FREE
Everything in Plus
AI assistant with guided questions
Roth & Social Security explorers
Strategy optimizer
FREE DURING ALPHA
EVERY TIER: SAME ENGINE, SAME PLAN, SAME MANNERS.

For your first budget — and your fourteenth spreadsheet.

Just starting?

Type in this month. That’s the whole assignment. Foundera turns it into a picture of where you’re headed — and “retirement” stops being a word other people use.

NO JARGON · NO JUDGMENT · FREE
Deep in the game?

Deterministic year-by-year engine, integer-cent math, Monte Carlo against history, taxes modeled line by line. Bring the 14-tab spreadsheet — it can retire first.

METHODOLOGY PUBLISHED · ASSUMPTIONS YOURS
Every dollar has a future.
This is where you get to see it.
Start free — open the ledger
WORKS OFFLINE · CSV IN · PLAID SYNC COMING SOON