EyeOnFi-losophy
It's easy to get caught up in the question "am I doing this right?". That fear comes from the overwhelming feeling we are missing out or don't know enough to be confident. Instead of chasing that magical unicorn of "the right thing", we believe in taking ownership of defining what matters to you. Everything after that is just math, which we calculate for you.
Not Another
Financial Guru
Years of marketing, social media, and "advisors" have created a complex web of financial concepts. EyeOnFi is NOT another financial advisor. We think there are plenty of those. We believe the missing link is having an easy way test and apply different money choices that are very personally yours.
Decisions Today, Experiences Tomorrow
One of the top challenges people face when looking at their finances is understanding how the decisions they make today can impact their retirement or financial independence. It is hard to visualize the value ten years from now by a dollar saved today. By bringing that value to life we can more effectively plan the life we want and make intentional decisions.
Get Rid of
Monthly Budgets
85% of people that start a budget end up abandoning them after three months. Achieving financial wellness is about more than just budgets, which can be exhausting to keep. That's why we focus on how your spending empowers your larger goals. Whether you're saving for a house or planning for retirement, you can see plan the progress
Track Your Goals, Not Your Transactions
Transaction tracking is an exhausting financial exercise. That’s why we focus on the work towards long term goals, while simplifying the process. Stop stressing over the number of lattes purchases and track towards the bigger picture of your financial future.
See How Your Wealth Can Grow
The biggest challenge people face is relying on their paycheck to create wealth, but with our tools you can see how the wealth you already have can be the most powerful way to supercharge future wealth. Find out how through the power of "compound interest" and simple steps taken today can empower the wealthy lifestyle you envision.
Share Strategies With Others
We believe that personal finance is about more than just creating a plan. It's about building a shared vision with your loved ones, so that you can work together to achieve your mutual goals and live the life you've always wanted. Once you develop your personalized plan you can share it with others to help you take control of your future.