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Rated 5 out of 5 stars

I've used Savology for over a year now and it's been great to see how well I'm doing in all the different aspects of my financial plan, but what I've loved the most is the self-guided action-items to... See more

Company replied

Rated 5 out of 5 stars

I love having financial direction in my budget. Savology not only helps me understand where my money should be going they help me know why!

Company replied

Rated 5 out of 5 stars

I went through the process and it was very beneficial to see what areas I needed to work on and and gave me actionable insights. Great product.

Company replied

Rated 5 out of 5 stars

Savology is an excellent service that has helped me organize my financial life. Overall it seems like its being led by a good team of people solving an important problem. I also like receiving the dai... See more

Company details

  1. Financial Planner

Information provided by various external sources

Savology provides FREE financial planning in 5 minutes. Get a free financial plan, report card, and personalized action items to improve your finances.


Contact info

4.6

Excellent

TrustScore 4.5 out of 5

22 reviews

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Rated 5 out of 5 stars

I went through the process and it was…

I went through the process and it was very beneficial to see what areas I needed to work on and and gave me actionable insights. Great product.

10 June 2021
Unprompted review
Savology logo

Reply from Savology

Thanks, Robert! Happy to hear that you're seeing some benefit. Let us know if you have any questions along the way

Rated 5 out of 5 stars

Great tool for financial plan!

I've used Savology for over a year now and it's been great to see how well I'm doing in all the different aspects of my financial plan, but what I've loved the most is the self-guided action-items to constantly improve and help me reach my goals. The program is super easy to use and there have been some really cool features added recently, like the ability to sync with all of my financial accounts.

9 June 2021
Unprompted review
Savology logo

Reply from Savology

Thanks for leaving your thoughts, Bruce! We're so happy to hear you've had a great experience. Let us know if there's anything else we can do to help you along your financial journey.

Rated 5 out of 5 stars

The best financial planning software

They helped me to plan out my financial plan and helped me to start a 401k! Great team and great people.

9 June 2021
Unprompted review
Savology logo

Reply from Savology

Thanks for the feedback, Tanner! Please reach out to us if there's anything else we can do to help you on your personal financial journey.

Rated 5 out of 5 stars

Savology is my financial compass!!!

I love having financial direction in my budget. Savology not only helps me understand where my money should be going they help me know why!

9 June 2021
Unprompted review
Savology logo

Reply from Savology

"Financial compass", we love that! Always great to hear from a happy Savologist

Rated 5 out of 5 stars

Amazing financial planning platform

Amazing financial planning platform! I love the ability to talk to professionals and link all my accounts!

9 June 2021
Unprompted review
Savology logo

Reply from Savology

Thanks, Jacob! Those are two of our favorite features too. We appreciate the feedback!

Rated 5 out of 5 stars

What a great product and service...free!!

I love this website and their service! Having worked in the financial services industry for years (more specifically in wealth management practices), I have seen financial advisors charge literally, thousands of dollars for financial plans that are no better than what Savology provides free. I love the interface and simplicity of the presentation. This is (or at least should be) the future of financial planning!

11 August 2020
Unprompted review
Rated 5 out of 5 stars

Savology is an excellent service

Savology is an excellent service that has helped me organize my financial life. Overall it seems like its being led by a good team of people solving an important problem. I also like receiving the daily money tips via text message.

10 August 2020
Unprompted review
Rated 5 out of 5 stars

Savology offers a great service to everyone

Savology offers a great service. I have a young family and I have always heard the importance of making sure your family is taken care after we’re gone but I never really knew where to start. Savology not only helped me see how many things I should have in place, but they helped give me the information and resources to go about doing it. It is very helpful to have them point me in the direction of where I could go to find life insurance, or where to get a will written up. I’ve had a couple different people come by and offer their life insurance/investment account but it all seemed a little far fetched. With Savology though everything is streamlined and laid out right before me. It’s also a no pressure thing and I love that the initial assessment is free.

10 August 2020
Unprompted review
Rated 5 out of 5 stars

Savology

Great product that is easy to use and easy to understand! I’ve been budgeting on mine own for years and Savology brought several things to my attention that I could do better on for my future. I would recommend this product to anyone.

9 August 2020
Unprompted review
Rated 5 out of 5 stars

The free financial plan offered by…

The free financial plan offered by Savology was super valuable. The process was simple and straight forward. I have found myself reviewing the information multiple times since then. Filling out a free financial plan from Savology caused me to really look at my financial situation and make goals. I recommend Savology to anyone.

23 July 2020
Unprompted review
Rated 5 out of 5 stars

An excellent one stop shop for anyone…

An excellent one stop shop for anyone looking to improve their financial situation. This app not only gives you ideas, but provides you with resources to learn more and make the changes necessary for a better financial future.

15 July 2020
Unprompted review
Rated 5 out of 5 stars

User Friendly

Savology is easy to use, even for a beginner like me. It has motivated and helped me to make the necessary steps to have more financial stability.

7 July 2020
Unprompted review
Rated 5 out of 5 stars

Finally!!

Finally, something that gives me a good snapshot of everything I need and specific actions to get my house in financial order. Plus, plenty of resources to learn more about where I should go for new tools.

10 April 2020
Unprompted review

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