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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.

    Agent setup guide

  • 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