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Savology

Savology is the financial report card and plan platform: a short survey — no account linking, no documents, no Social Security number — grades every household's whole financial life free in about three minutes, then turns those grades into a plan. The report card curates the education (19 planning modules, 18 literacy courses, 60 lessons), and the plan produces prioritized action items, each paired with the way to complete it: the lesson that explains it, the tool that does it, or a vetted provi

For agents: Financial report card and planning platform: a free three-minute survey grades household finances, then produces prioritized action items and financial literacy

financial planningfinancial report cardpersonal finance educationfinancial literacyhousehold finance

Their llms.txt

The beginning of the file, from our validated copy saved 2026-10-21T20:10:00.715Z. Cached copy · Source on savology.com

# Savology

> Savology is the financial report card and plan platform: a short survey — no account linking, no documents, no Social Security number — grades every household's whole financial life free in about three minutes, then turns those grades into a plan. The report card curates the education (19 planning modules, 18 literacy courses, 60 lessons), and the plan produces prioritized action items, each paired with the way to complete it: the lesson that explains it, the tool that does it, or a vetted provider. The outcome is knowing where you stand today and exactly how to get where you want to go, at your own pace. It serves five audiences: individuals (free report card and plan), financial advisors (the platform and Advisor Prospects), employers (a financial wellness benefit), partner organizations (wellbeing organizations that add the financial layer for their communities), and financial creators (branded report card communities for their audiences).

## Key facts

- The short survey takes about three minutes and produces a financial report card that is 99% accurate.
- The standard survey takes about ten minutes and requires no additional information to develop a complete financial plan.
- More than 100,000 households have planned with Savology (source: Savology platform data, August 2026).
- The platform includes 19 planning modules and 18 literacy courses across 60 lessons, curated to each household's weakest report card grades (source: Savology platform data, August 2026).
- Savology works at every asset level: it makes middle market and mass affluent households servable profitably, and replaces two or three discovery meetings for high-net-worth prospects.
- Savology provides financial planning tools, not investment advice.
- The report card and plan are free to every household. Optional paid upgrades, Savology Essentials and Savology Elite, add more software and personal calls with an fpGuide™ for households that want them. Beyond those upgrades, Savology is paid by the organizations it works with (employers, community partners, and the advisors and coaches who pick households in its marketplace) and never by selling household information.
- Original research: The State of Household Finances 2026 graded 58,406 households; the typical household earns a B− overall while estate planning averages a D+, the only failing subject. Free to read and cite: https://savology.com/research/state-of-household-finances
- Company announcements and press: https://savology.com/news

## What Savology does

- The process, in order: (1) a short survey, about three minutes, answered in ranges rather than exact figures — **no bank connection, no document upload, no SSN, and no personally identifying financial data required to get a result**; (2) a **report card** grading retirement readiness, emergency savings, insurance coverage, debt, and estate planning A to F; (3) the grades **curate the education** — the platform serves the lessons matching the weakest gr
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Claim my listing on Agent Web Map for savology.com:
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