fiStone
fiStone is an AI-powered financial planning platform that helps individuals create structured, step-by-step plans for major life milestones like retirement, home buying, and college savings. The platform combines curated educational content with DIY planning tools, and plans to offer optional reviews with CERTIFIED FINANCIAL PLANNER™ professionals shortly after launch.
- Financial Technology
- Artificial Intelligence
- AI Agents
- Software Only
Funding
Founders
Founder details are not available yet.
Product
Problem
Many individuals struggle to create and maintain a clear, actionable financial plan for major life milestones such as retirement, home buying, or college savings. Traditional financial advice is often expensive, complex, or overwhelming, leaving people without the guidance needed to make confident decisions about their financial future.
Solution
fiStone offers an AI-powered financial planning platform that combines curated educational content with step-by-step planning tools to help users map out their financial goals. The platform guides users through a structured process: pick a financial goal, receive a personalized plan with next steps and projections, and then optionally review the plan with a human financial advisor. The service is designed to be self-guided at its core, with professional advisor support and plan reviews planned for introduction shortly after launch.
Target Audience
fiStone targets individuals who want a clearer, more structured approach to major financial milestones—such as retirement, buying a home, starting a family, or saving for college—without feeling overwhelmed by complexity or cost.
Features
- AI-powered DIY financial planning tools that transform goals into concrete, step-by-step plans
- Curated content library providing clear, up-to-date guidance for major financial decisions
- Goal-based planning engine supporting retirement, home buying, college savings, and other milestones
- Progress tracking and financial projections to help users stay on course
- Optional review with CERTIFIED FINANCIAL PLANNER™ professionals (CFP®) planned for release after launch
- Compliance-focused approach with planned registration as an investment adviser (RIA) before offering investment-advice services