Reach Your Financial Goals

Become financially organized with these three easy-to-use tools.

Sign Up Today!
Track Your Net Worth
Track Your Net Worth

The Net Worth Dashboard is where you organize your overall investment portfolio across all your accounts.

Try It Now
Set Goals and Plot a Course
Set Goals and Plot a Course

The Income Spending Simulator helps plot your financial course, lifestyle choices, and retirement scenarios.

Try It Now
Setup a Budget and Monitor Spending
Setup a Budget and Monitor Spending

The Home Budget Tracker helps you manage day to day spending and achieve your financial objectives.

Get Updates coming soon

About Wealth Meta

At heart we are software makers who enjoy the topic of personal finance. We are not out to sell you any type of investment or loan. We hope the tools and information you find here will be useful in reaching your personal version of financial success.

We Promote Financial Literacy

Recent Blog Posts:

How Much to Save for College?

Our approach is a) college savings is a monthly budget item, b) our kids will be aware of two cost savings routes that make a degree 25% cheaper.

Family and Finances, Budgeting

Read More...

Why Home Ownership Is No Longer the American Dream

One of the components of the American Dream has always been owning a home. Yet, over the years, the American Dream has transformed and home ownership rates are well below their 2004 high.

Homes and Real Estate

Read More...

Is Lump Sum Versus Dollar Cost Averaging Better?

Let’s say you have $12,000 cash to invest in the markets. What is the best way to deploy that money - all at once or spread out over time? It depends on your risk tolerance. ...

Financial Literacy

Read More...

How Asset Allocation Is Related to Net Worth and Risk

Do you know what your net worth is, where it is allocated, and how much risk you are carrying? This post shows how three families with very different asset allocations fare over a five year ...

Financial Literacy, Net Worth

Read More...

Home Improvements That Give a Return on Investment

If you want to add value to your property, here are a few renovations that will help you increase your bottom line, both for resale value and when staying put.

Homes and Real Estate

Read More...