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:

What Is Asset Allocation?

Asset Allocation is essential to being a successful investor. Asset allocation tells what percentage of your overall portfolio is in stocks, bonds, and other investment vehicles like real estate, precious metals, etc.

Financial Literacy

Read More...

Are You Addicted to Shopping? 5 Tips To Stop

Do you shop for entertainment “because baby I’m worth it”??? Does it cause stress later? Scientifically speaking leisure shopping triggers a brain high. Here are some tips to manage it and a strategy to stay ...

Budgeting

Read More...

Why Tracking Expenses Is Essential to Developing a Budget

The first step towards getting control of your finances is figuring out where your money is going, which means tracking all of your expenditures. Ideally you should do this on a regular basis, down to ...

Personal Finance

Read More...

Talking to Your Kids About Money - Starting the Conversation

Talking about money with your kids in an age-appropriate way can help ensure that they grow up with a solid understanding of both how money works as well as how to manage it.

Family and Finances

Read More...

Save Money By Comparing EOBs with Medical Bills

Are you one of those people who get a letter from your insurance company in the mail, open it to see that it's not a bill, crumble it up into a wrinkled ball, and then ...

Personal Finance

Read More...