Getting Started¶

FinPlan works through your AI assistant. No forms, no dashboards to navigate — just describe your financial situation in plain language and your assistant does the rest.

Try it with sample data¶

Not ready to type in real balances? Load the Larsons — a complete fictional household (married couple, two kids, eight accounts, a mortgage, five goals) — and run the whole product on fake data first.

• Claude Code: run /finplan:demo. It copies the sample into a local finplan_state.json and suggests questions to ask.
• Any other assistant: download larsons_finplan_state.json, attach it to your conversation, and ask your assistant to use it as your FinPlan state.

Then try questions like:

1. "Can the Larsons actually retire when Mark turns 62? Run a Monte Carlo projection."
2. "What's their federal + New York state tax bill this year, filing jointly with two kids?"
3. "Should Mark claim Social Security at 62, 67, or 70? Compare lifetime benefits."
4. "Are both 529s on track to cover four years of college each? Which kid is behind?"
5. "Build the projection dashboard so I can see every goal on one page."

Wiping the sample: the Larsons live only in that one local file — nothing is stored server-side. Delete finplan_state.json (or start in a fresh directory) before entering your own data, then run /finplan:setup.

Quick start¶

Run /finplan:setup and FinPlan will walk you through a guided interview covering your profile, accounts, and goals — everything you need in one conversation. Already have a plan? Run /finplan:checkup to review and update it.

The pages below explain what each step collects and why, so you can prepare or review at your own pace.