Pricing & Subscriptions
Find the right pricing plan for you
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Basic
Make plans and run simulations for free. Data not saved between sessions.
$0
Deterministic Projections
Historical Backtesting
Monte Carlo Simulations
Sankey Cash-Flow Visualization
Flexible Modeling
Persistent Data
Tax Estimation
Compare Mode
Advanced Visualizations
Tax Analytics
Tax Customization
Premium Support
Self-Hosting
Pro
Create and manage multiple clients as a financial advisor or coach.
$45
/ month
Deterministic Projections
Historical Backtesting
Monte Carlo Simulations
Sankey Cash-Flow Visualization
Flexible Modeling
Persistent Data
Tax Estimation
Compare Mode
Advanced Visualizations
Tax Analytics
Tax Customization
Premium Support
Create and Manage Clients
Advisor Dashboard
Add 10 Clients Right Away
Add More Clients for $2 Each
Contact us for More Pricing Options
Self-Hosting
More Options
We want to make the experience of creating a high-quality financial plan accessible to as many people as possible. ❤️
If you feel you can't afford a full subscription, you can email us to request a discount and we will get back to you as soon as we can.
And if you have any questions or feedback to share, we always love to hear from you.
Where can I find my billing information in ProjectionLab?
How do I cancel my subscription?
How to switch subscription plan billing from monthly to yearly or lifetime?
What if I can't afford a subscription?
Do you offer discounts for nonprofits and educational institutions?
Is there a Lifetime option for advisors?
Can I get an extended free trial?
Can I pay month-by-month instead of prepaying for a full year?
What if I hate subscriptions and don't trust any web app with my data?
Can I get a refund?
Do you offer student discounts?
Designed for Everyone
What People are Saying
Samantha S.
Nonprofit Communications Director
ProjectionLab is an important part of my financial toolkit that helps me understand where I'm at and where I want to go.
While there is a lot in life outside my control, ProjectionLab helps me make informed decisions that bring me closer to financial freedom. The level of detail and variety of variables is impressive and fun for those of us who really like to dig into the numbers.
While there is a lot in life outside my control, ProjectionLab helps me make informed decisions that bring me closer to financial freedom. The level of detail and variety of variables is impressive and fun for those of us who really like to dig into the numbers.
Jackie Scholl
ProjectionLab has empowered me to plan my future! I can write down how much I expect to earn and spend, and what big purchases and moves I expect to make in the future, and then ProjectionLab allows me to play with hundreds of possible futures to answer critical questions like "when should I retire?" and "how much will it cost to move to a higher-tax state?"
Tip: multi-condition milestones are great for creating complex decision trees to represent how you would react to different market conditions.
Tip: multi-condition milestones are great for creating complex decision trees to represent how you would react to different market conditions.
Aug 20, 2022
James Tribbitt
Financial Coach
ProjectionLab is the perfect tool for both beginners and advanced users who want to see the big picture of their future finances. It's so intuitive and quick to set up!
Aaron N.
Financial Analyst
This was a game-changer for me. Ever since I started using ProjectionLab, I have been more focused on saving money, investing, and paying down debt.
Retiring early is finally looking realistic for me.
Retiring early is finally looking realistic for me.
Jack
VP of Operations
I'm a huge fan of ProjectionLab and it's become the tool I regularly use to plan, test, and visualize my financial plan.
I love that I don't need to connect any financial accounts and how easy it is to jump in and get started modeling out various scenarios. The slick, fast and modern interface has increased my confidence in being able to plan and forecast better over the long term.
I love that I don't need to connect any financial accounts and how easy it is to jump in and get started modeling out various scenarios. The slick, fast and modern interface has increased my confidence in being able to plan and forecast better over the long term.
Danish
Brooklyn, NY
I work in the industry and absolutely love the fact that ProjectionLab doesn't ask to link accounts!
Ashley Antkowiak
Entrepreneur and investor
I've used projection lab for about a year and absolutely love it. It makes me feel completely in control of not just my day-to-day finances, but also retirement, large purchases, and things like figuring out whether I'm saving too much vs investing, etc.
The cash flow priorities module is my favorite thing, and such a powerful tool! I've used it many times to play with the consequence of paying off debt early vs investing more, spending vs saving leftover income and so much more.
Thank you for creating this incredible program! I hope to use it for years to come.
The cash flow priorities module is my favorite thing, and such a powerful tool! I've used it many times to play with the consequence of paying off debt early vs investing more, spending vs saving leftover income and so much more.
Thank you for creating this incredible program! I hope to use it for years to come.
March 30, 2023
Ankush
Software Engineer
ProjectionLab has helped me reduce my anxiety around my finances! I love how it helps me evaluate multiple scenarios, so I can more confidently make decisions like buying vs renting or working a more demanding job vs one with a better work/life balance.
Hugues
Data Scientist
ProjectionLab is the tool to finally take control over my financial life. It's given me the ability to think long term and play out different scenarios of how my financial life could unfold.
Marcel
Software Engineer
ProjectionLab is the most advanced and full featured financial simulation tool I've ever used. It's changed the way I visualize and plan for Financial Independence.
Shafqat A.
Entrepeneur, San Francisco
I'm fortunate enough to be considering early retirement. ProjectionLab is the only product that allows me to quickly model all my financial goals - like taking care of my parents, giving to charity, and preparing for a family.
It doesn't just tell me when I'll run out of money- it helps me visualize what different retirement dates and lifestyles look like over the next 60 years. It's beautiful, practical and extremely well designed.
I've been waiting for a tool like this for years!
It doesn't just tell me when I'll run out of money- it helps me visualize what different retirement dates and lifestyles look like over the next 60 years. It's beautiful, practical and extremely well designed.
I've been waiting for a tool like this for years!
Nathan B.
Engineer
ProjectionLab helped me model my multi-phase retirement plan with multiple sources of income. The level of detail possible with ProjectionLab is unmatched by other tools. I'm more confident in my plan because of ProjectionLab!
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