What Makes
Steve Different
24/7 Personalized Coaching
Steve gives you actionable insights based on your real-time data, helping you make better decisions without the financial advisor price tag.
Smarter Goals, Not Just Savings
Set your financial goals, like paying off debt, buying a home, or building an emergency fund, and Steve tracks your progress every step of the way.
Built For Financial Independence
Not just another budgeting app—Steve helps you plan for the life you want, whether that’s early retirement or simply less financial stress.
Start your journey to financial freedom
...and more ways Steve helps you win
Transaction Reviews
Review and categorize your spending to stay intentional and spot waste fast
Net Worth Tracking
Automatically track your assets, debts, and overall financial progress
Spending Insights
Get AI-powered tips to cut unnecessary expenses and save more each month
Simple Budgeting
Build a budget that adapts to your priorities—without the spreadsheets or stress
Goal Celebrations
Hit your savings goal? Steve celebrates with you—because progress deserves praise
RETIRE
EARLIER
Experience The Future of Finance
Spend smarter without overthinking it
Steve helps you automatically build a budget based on your income, priorities, and habits—so you can save more without spreadsheets.
Know what's working...and what's not
Steve highlights your top spending areas and celebrates wins along the way. Insight turns into action, effortlessly.
Your data, protected. Always
Steve uses the same bank-level encryption as apps like Robinhood and Venmo, with read-only access to your accounts via Plaid.
Smarter Goals. Stronger Finances.
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How Steve Can Help You
Tell Steve About Your Goals
Get started by answering a few quick questions — what you’re working toward, what you care about, and how confident you feel about money.
Connect Your Accounts
Securely link your banks and credit cards to get the full picture. Steve uses bank-level encryption and read-only access via Plaid, the same tech trusted by apps like Venmo.
Let Steve Coach You to Financial Freedom
With your accounts connected and goals set, Steve gives you tailored insights, tracks your progress, and helps you stay on course, without the advisor price tag.
Everything Steve offers.
One simple price.
$4.99
Read. Learn.
Build Wealth.
5 Budgeting Hacks for Busy Professionals (Yes, You Can Save Without Cutting Out Lattes!)
Learn 5 essential budgeting hacks for busy professionals that let you save smart without giving up life’s little luxuries.
Which Debt Should I Pay First? A Strategic Guide to Debt Repayment
Unlocking Freedom: Your Guide on How to Achieve Financial Independence
What is a Backdoor Roth IRA? Your Definitive Guide
Frequently Asked Questions
Your First Step
To Financial Freedom Starts Now
Steve helps you take control of your money, one small step at a time. No guilt. Just progress.
