Achieve your dream life with personal financial planning!

Experience a new way to reach your goals. Join our exclusive early tester group and shape the future of personal financial planning.

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Take Charge of Your Finances

Manage your finances with ease using our intuitive, powerful features that remove guesswork and save time. Build a plan in minutes, explore ‘what-if’ scenarios, and track progress effortlessly. Get AI-driven guidance, visualize your financial health, and automate data syncing—so you can focus on what matters most.

Plan Instantly

Build a personalized financial plan in just five minutes—no complicated steps, no stress. Easily add your goals and life events, turning your plan into your reality.

Explore What-If Scenarios

Stop second-guessing and see the impact of your financial choices before you make them. Test different scenarios so you can make confident decisions with clarity and peace of mind.

Stay on Track

Our real-time tracking and insights keep you moving toward your goals. Monitor your actual progress against your financial plan and receive timely notifications to keep you motivated and on track.

Know More, Stress Less

Get a clear view of your finances anytime, anywhere. Interactive reports and visualizations help you uncover saving opportunities, track your net worth, and ensure you are prepared for any situation.

Get AI-Powered Guidance

Get personalized financial guidance. Our AI-powered assistant suggests actionable steps to help you stay efficient, follow best practices, and make smarter financial decisions effortlessly.

Connect. Automate. Relax.

Say goodbye to manual data entry and categorizing expenses - connect your accounts to sync and organize your financial data automatically, saving you time with accurate, up-to-date data.

A screenshot of the what-if feature that has adjustable assumptions and a live net worth forecast for the user to see the path of each scenario.A side by side timeline showing how the user's life will differ with each scenario.

See Your Future Before It Happens

Make confident financial decisions by exploring and comparing different life scenarios. Whether you are planning for early retirement or buying your dream home, our what-if analysis helps you understand how each choice impacts your financial future. Gain clarity, reduce uncertainty, and take control of your path with confidence.

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Scenario Comparison: Planning to buy a new car? Considering a break from work? Test multiple financial decisions side by side and see the long-term impact on your goals.
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Real-time Adjustments: Instantly tweak savings rate, income changes, or big purchases to visualize how different assumptions affect your financial future.
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Goal Timing Insights: Discover exactly when you will be able to achieve your financial goals, so you can plan with confidence and adjust your strategy as needed.

What our Customers say:

See how Ascent has helped real people take control of their financial futures. From planning for major life decisions to tracking their net worth with confidence, our customers trust Ascent to provide clear insights and personalized recommendations with a privacy-first approach.

"Finally, a Plan That Works"

"I used to feel lost trying to piece together my finances. Now I have a clear roadmap that updates automatically, helping me stay on track and save time."

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Kate D.
Tech Executive + Mom
"Retirement? Now I Know"

"I always wondered if my spouse and I could retire early. With Ascent, I modeled different scenarios and saw exactly what's possible."

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Michael T.
Engineer + Travel enthusiast
"No More Worrying About the Right Choice"

"Buying a house felt overwhelming until I ran the numbers in Ascent. I compared renting vs. buying and confidently made the decision to buy."

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Daniel W.
First time homebuyer + Father-to-be
"A Tool That Thinks Ahead"

"Most apps assume the same budget every year, but Ascent accounts for inflation, income changes, and life events. Finally a tool that plans like I do."

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James P.
Small business owner + Personal finance aficionado
"Confidence in Every Decision"

"I used to struggle with whether I was making the right financial choices. Now, I get personalized, actionable insights that guide me in the right direction."

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Kayla B.
CFO at a Startup (and Home)
"More Freedom, Less Stress"

"With Ascent, I know I'll have enough money for travel and experiences while still saving for the future. It's given me clarity and peace of mind."

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Dan F.
Physician + Kid's soccer coach

Choose the Plan That Fits Your Journey

Ascent gives you powerful planning tools at every stage of life. Start free to explore the basics, upgrade for deeper insights, or go premium for the full AI-powered experience. No hidden fees, no ads—just clear pricing designed to grow with you.

Starter
$0
/mo
Get Started
Tracker
$5
/mo
Get Started
Pathfinder
$10
/mo
Get Started
Build Your Plan
Financial Plans
Planning Milestones
What-If Scenarios
Track Progress
Connected Accounts
Reports & Visuals
Smart Notifications
Get Guidance
AI Questions
AI Data Cleaning
Action Item Tracker
Explorer
$0
/mo
Get Started
Financial Plans
1
Planning Milestones
5
Tracker
$5
/mo
Get Started
Financial Plans
2
Planning Milestones
10
What-If Scenarios
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Connected Accounts
5
Reports & Visuals
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AI Questions
10
AI Data Cleaning
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Pathfinder
$10
/mo
Get Started
Financial Plans
Unlimited
Planning Milestones
Unlimited
What-If Scenarios
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Connected Accounts
5
Reports & Visuals
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Smart Notifications
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AI Questions
30
AI Data Cleaning
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Action Item Tracker
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Frequently Asked Questions

Here are answers to some common questions that can help you better understand Ascent. If you have any other questions, contact our support team at support@myascent.ai.

How do I get started with Ascent?
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Getting started is easy! Simply sign up for an account and create your first financial plan in five minutes. You'll be up and running in no time.

Is my financial information secure?
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Absolutely. We take security seriously. Ascent uses AES-256 encryption and SSL/TLS protocols to secure your data with bank-grade security.

Will Ascent show ads or sell my data?
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No, Ascent is a focused, ad-free experience. We are committed to giving you time back to live your life with confidence. We will also never sell your financial data to third parties.

Can I download an Ascent app?
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We have plans to develop a native app in the future. In the meantime, you can more easily access Ascent on your mobile device by creating a shortcut or bookmarking our site.

Do I need to deposit money?
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No, Ascent is a financial planning app, not an investment platform. If you choose to connect accounts, Ascent will have read-only access to  help you stay on track.

Will Ascent assign me a financial planner?
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No, Ascent is a self-service financial planning app, but we are building an AI-powered assistant that will answer common financial planning questions, coach you to stay on track, and provide personalized financial advice.

How can I request a new feature?
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You can reach us at support@myascent.ai. We are excited to hear from you and always happy to assist you with questions.

Do I need financial expertise to use Ascent?
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Not at all! Ascent is designed to be intuitive and user-friendly. Whether you are just getting started or a seasoned planner, our guided insights and automatic tracking make financial planning easier than ever.