First as mentioned on our phone call. It is free but they do have an advisor role that they solicit for. Check the settings and you can tap down how often or if they bug you at all.
Again the bad part is that it requires giving them access to all your financial accounts but the tool is excellent for both budgeting, viewing net worth and planning retirement.
Another one I didn’t mention on the phone is MAXIFI. It costs 100-140/yr and does take Social Security into account. It and PC kind of overlap but they are definitely useful in different situations.views. And MAXIFI is most definitely a planning tool and you have to be careful with the assumptions you make about the future.
Enjoy my Brother!