Realize your financial milestones with confidence

AI-powered tools, curated education, and optional advisor support to help you tackle life’s big money moments

Invite-only early access. No spam.

Built by former wealth management + product leaders from Schwab, EY, CapTech

How it works

1) Pick a goal (retirement, home buying, college, etc.)

2) Get a plan (next steps, progress tracking + projections)

3) Review & refine (optional CFP® review — coming shortly after launch)

Learn, Plan, Review

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Curated Content Library

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Clear guidance for big life decisions (no doom-scrolling, no outdated advice)

AI-Powered DIY Tools

Step-by-step tools that turn goals into a real plan.

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Human Financial Advisor

Optional review so you don’t second-guess the plan.

  • We’re rolling out access in small waves to make sure the experience is smooth and we can incorporate feedback. If you join the invite list, you’ll be notified as soon as your spot opens. Early sign-ups get priority.

  • Joining the invite list is free. When you get access, you’ll be able to explore the core experience at no cost. Over time, we may offer optional paid features (for example, premium tools or advisor support) — and we’ll always be transparent about pricing before you choose anything.

  • At launch, fiStone focuses on education and planning tools to help you map out your goals. Shortly after launch, we plan to offer an optional plan review with a CERTIFIED FINANCIAL PLANNER™ professional (CFP®) for guidance, advice and feedback. We’re also working toward becoming a registered investment adviser (RIA), and any investment-advice services (once available) will be introduced later with clear disclosures and your consent.

  • We only ask for what we need to deliver the experience — like your email for the invite list, and (once you have access) goal-related details to personalize recommendations. We don’t sell your personal information. You can review details anytime in our Privacy Policy.

  • Yes — human support is part of the vision. Today, we’re focused on getting the self-guided experience right. As we roll out access, we’ll offer ways to get help from a real person (and in some cases, optional professional review).

  • We take security seriously and use industry-standard safeguards to protect your information. We also design our product to collect only what’s necessary.

  • fiStone is for people who want a clearer plan for big financial milestones — like retirement, buying a home, starting a family, or saving for college — without feeling overwhelmed.

  • No. We’ll only email you about your invite status and important product updates. You can unsubscribe anytime.

Frequently Asked Questions

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