Future Planning, Made Simple

Stop Guessing If You're on Track For Retirement

Get a clear picture of your finances, understand how your decisions impact your future, and stay on track over time.

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Meet Living Ledger

A Complete Picture Of Your Financial Future

Living Ledger helps you understand your finances by projecting your income, expenses, and cash flow over the next 30 years.

See how your money moves, how your decisions impact your future, and what it all means for your retirement.

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We Get It...

There’s A Lot To Think About When Planning For Retirement

From big life moments to everyday decisions, it’s hard to know what it all means for your financial future. As life happens, plans change!

Watering can watering flowers iconGreen watering can pouring water onto three blooming flowers with green stems and leaves.

How will my portfolio grow over the years?

Wedding and family financial planning illustrationGreen gradient icon of a bride and groom holding hands.

Can we afford our child's wedding?

scale iconGreen scale balance tipping with left side higher than right side.

What if my cost of living increases?

man sitting at desk bored iconPerson sleeping with head on desk in front of a clock showing 3 o'clock.

How long until I can afford to retire?

woman sick in a wheelchair iconGreen and yellow illustration of a woman sitting in a wheelchair, facing left.

What if my partner gets sick?

umbrella iconGreen and yellow umbrella icon with curved handle on a white background.

How can I maximize my Social Security?

family going on vacation iconStylized couple standing close, each holding a wheeled suitcase, in green and yellow tones.

Will I be able to afford traveling?

house iconGreen and yellow house icon with a window, door, shrub on left, and tree on right

Should I downsize or renovate my home?

Key Features

Your Personalized Retirement Plan

Built by experienced financial planners, Living Ledger brings together the key parts of your financial life into one clear, connected plan.

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Your Money

Understand how your money works today and over time

Cash flow
Investments & growth
Debt strategy

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Your Life

Plan for the moments that shape your future

Major milestones
Lifestyle changes
Retirement timing

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Your Strategy

Make smarter decisions for the long term

Social Security timing
Tax strategies
Estate & legacy planning
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How Living Ledger Works

Find Out If You're On Track To Retire In As Little As 30 Minutes

Get Started Today

1

Start your 7 Day Free Trial Today!

No credit card information required.

2

We Ask You a Series of Questions

All information is Anonymous. No account numbers.

3

Our Software Runs the Calculations

Developed by our financial planning experts.

4

Stop Guessing About Your Retirement

See what your future looks like, every step of the way.

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Pricing Plans

Keep Building Your Retirement Plan With Clarity — Not Guesswork

$12
/month
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Future Event Planning
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Income Projections
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Expense Projections
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Expected Social Security Benefits
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$72
/year
In it for the long haul?
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Save 50%
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2-Year Price Guarantee
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Make Living Ledger Your Road Map to Retirement
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Testimonials

What Our Customers Say

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What does your future look like?

Take Control Of Your Retirement Today

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