Money goals you'll
actually reach.
You've started before. The budget. The savings plan. The promise to stop avoiding it. They didn't stick. That's not because you're bad with money. It's what happens when finance tools work on the math instead of what's underneath.
Pick the goal in front of you. Get a plan built around it. A coach who stays with you until you finish.
Your brain isn't
bad with money.
It's protecting you.
The avoidance. The late-night anxiety. The guilt that follows a purchase. These aren't character flaws. They're learned responses. And the frustrating part is that knowing this doesn't make them stop.
That's where Wealthii works. Not on what you know. On the patterns underneath.
What a wealthii plan looks like.
Plans are built around the money goals you actually have. Pick the goal in front of you. We give you a plan built around it. Step by step, at your pace, designed to actually finish.
Build a Budget That Sticks
Most budgets fail. Yours doesn't have to. A plan built around the predictable reasons budgets break. And what to do when they do.
- 01
Honest start
Name what hasn’t worked before. The budget that ended in week three. The savings plan you stopped funding. The promise that didn’t stick. Not to blame yourself. To see the patterns clearly, and spot the failure modes most likely to derail this attempt too.
Outcome: Starting honestly - 02
Know your shape
Put real numbers in front of you. Your income, a month of actual spending, the annual costs that always sneak up. Not what you remember. What’s actually there.
Outcome: Numbers seen honestly - 03
Build it
Build a budget with four buckets and a buffer for reality. Stress-test it against the failure modes you named in Phase 1. If you share money with someone, the partner conversation happens here.
Outcome: Budget built - 04
First run: data, not a test
Run it for two weeks in your actual life. Misses aren’t failure. They’re data. Practice a recovery move now so the first slip doesn’t end the whole thing.
Outcome: First run done - 05
Tune and prove
Adjust the budget using what your first run taught you. Then take the tuned version through a full month. The plan ends when you can honestly say it’s sticking.
Outcome: Budget sticking
The plan ends when the budget is actually working. Built around how you live, not how someone thinks you should. A real outcome in your real life.
More money goals, more plans.
New plans added every week.
Find your plan
A coach who stays with you
until you reach your goal.
Pro adds Dawn. She shows up prepared, remembers what you shared, surfaces the patterns blocking you, and keeps you moving when you'd otherwise quit. She knows your Money Personality from day one. Available whenever you need it, at a fraction of what 1:1 coaching costs.
Opens every session prepared
References your last session, homework outcome, and what's come up for you since. Not "How can I help you today?" Your coach already has an agenda.
Surfaces patterns you can't see
The most useful thing a coach does isn't give advice. It's reflect back what you can't see because you're too close to it. Wealthii does this. Session after session.
Assigns one small experiment
Every session closes with homework. A single, concrete experiment to try before next time. Small enough to actually do. Real enough to produce insight.
A relationship that deepens over time
The more you share, the better your coach understands you. This isn't a fresh conversation every time. It builds.
Dawn - Your Coach
Prepared for your session
✦ Homework assigned
Before our next session: Open your banking app. Don't look at anything. Just open it and close it. Notice what you feel in your body.
What's your
Money Personality?
Your personality is the lens through which you see money. It shapes every avoidance, every impulse, every moment of financial anxiety. Once you can see it, you can work with it.
The Peace-Seeker
Harmony over hustle
The High-Achiever
Money is the scoreboard
The Trendsetter
Success should be visible
The Guardian
Always prepared for the worst
The Optimist
The universe will provide
The Life-Liver
Life's too short to wait
The Architect
Building wealth is the game
The Soother
Spending to feel better
Inside Pro, Dawn knows your Money Personality from day one. The work fits you, not the other way around. Coming soon: your plan, shaped by it too.
Two ways to start.
Free gets you a real plan, on your schedule, forever. Pro adds your Money Personality and your AI coach. The deeper work.
Where you start.
A real plan, on your schedule. No card.
- Pick a money goal and work through a plan built around it
- Available now: Build a Budget That Sticks, Stop Financial Anxiety, and more
- Daily check-ins to track how money is making you feel
- Journaling, breathing, and grounding practices to support the work
- A library of self-guided practices and money topics to explore
- Everything stays. Your data and history are yours.
Many users get exactly what they need from Free and never upgrade. That's the point.
Find your planThe full relationship.
See the patterns underneath. Get a coach who walks with you until you get there.
- Everything in Free, plus your full Pro experience
- Money Personality assessment (full results). The lens for your work.
- Unlimited coaching with your AI coach, Dawn. Prepared sessions, pattern-surfacing, homework.
- Guided programs for avoidance, shame, scarcity, perfectionism, and more
- Available at 2am. No waitlist. No $200/hour.
Coming soon: your plans, shaped by your personality. Your coach, working directly with your plan.
Try Pro free for 14 daysBoth tiers include full data privacy. Your sessions, journal, and check-ins are encrypted and never shared.
Reach the goal in
front of you.
Pick what matters. Get a plan built around it. A coach who walks with you until you get there.