Getting Started¶
FinPlan works through your AI assistant. No forms, no dashboards to navigate — just describe your financial situation in plain language and your assistant does the rest.
Quick start¶
Run /finplan:setup and FinPlan will walk you through a guided interview covering your profile, accounts, and goals — everything you need in one conversation. Already have a plan? Run /finplan:checkup to review and update it.
The pages below explain what each step collects and why, so you can prepare or review at your own pace.
- 1. Connect Your Agent
Install the FinPlan plugin for Claude, ChatGPT, or another MCP-compatible assistant.
- 2. Your Profile
Tell FinPlan your age, income, location, and household situation so projections are personalized.
/finplan:profile · Details
- 3. Your Accounts
Add your financial accounts — retirement, brokerage, savings — so FinPlan can model growth and tax treatment correctly.
/finplan:accounts · Details
- 4. Your Goals
Define what you're saving for: retirement, a home, an emergency fund, or anything else.
/finplan:goals · Details
- 5. Your Dashboard
Generate an interactive projection dashboard that shows whether you're on track across every goal.
/finplan:projection-dashboard · Details