Reach Your Financial Goals

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

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Track Your Net Worth
Track Your Net Worth

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

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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.

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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.

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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 to Talk About Money with Kids Age Preteen and Older

As your kids enter the pre-teen years, it’s important to keep talking about money—but you’re going to be more open and honest than before and you’ll be ready to address more complex financial issues. Here ...

Family and Finances

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What a Legal Expert Has to Say About Popular Scams and Con Games

When it comes to money, if it seems unusual or too good to be true, it means you are being targeted by a scammer. This post explains a few scams relying on financial ignorance that ...

Risk Reduction

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What Is Special About Net Worth and Why Winners Track Theirs

Net worth isn’t just for rich people to “keep score” in an endless game of getting more. It is a key indicator of everyone’s financial health. Income, job title, and especially what car a person ...

Financial Literacy, Net Worth

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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

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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

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