Pricing

One membership.
A clearer view of retirement.

Choose monthly or annual access to CYF’s available planning tools and your private saved workspace.

Monthly

$19.99 USD / month

Billed monthly. Renews automatically until canceled.

Choose monthly →
Annual · Save $40.88

$199 USD / year

Equivalent to $16.58 per month, billed annually. Renews automatically until canceled.

Choose annual →

Included with either option

  • Private account and saved retirement figures
  • Cash-flow projections, portfolio charts and manual account withdrawal projections
  • Property, debt, future cash flows and market what-if return periods
  • Separate 2026 federal tax and supported owner-IRA minimum worksheets
  • Spending phases and up to six saved scenarios
  • Saved-plan management, comparison charts, annual and account CSV exports, backup and print summary

Your first payment is covered.

The first monthly or annual membership payment has a 14-day full-refund guarantee. It is not a free trial. Request the refund within 14 days of your first payment.

Applicable taxes are shown at checkout. Cancel future renewals through Manage membership.

Read the refund policy and support details →

Know what is available.

Advanced tax and withdrawal optimization, Social Security optimization, market simulations, AI assistance and account connections are in development. They are not represented as current membership features.

View current features →