ROADMAP

What's coming to PoisePlan

Our public roadmap. We share what we're building, what's next, and what we're exploring so you know where the product is going.

Live Now

Available to all users

Dual-Path Freedom Model

Track freedom progress through passive income and net worth.

Strategic Investor Coach

AI-powered planning conversations with option comparisons.

Budget tracking

Income, expenses, debt, and savings across all account types.

14 example scenarios

Real-world end-to-end planning stories.

Education ROI calculator

Model lifetime ROI of going back to school.

In Progress

Coming in the next 60–90 days

Family Plans

Plan together with up to 5 family members on one account.

Trusted Circles

Share decisions with chosen family and friends for input.

What-If Simulator v2

Side-by-side scenario modeling with savings impact.

Stage transition celebrations

Milestone notifications when you advance stages.

Mobile-optimized experience

Better experience on phones and tablets.

Planned

Next 6–12 months

Native iOS app

Full iOS app with widgets and notifications.

Native Android app

Android app with home screen widgets.

Bank account connections (Plaid)

Optional automatic transaction syncing.

Real estate decision module

Detailed property analysis with comparison.

Career path simulator

Model income trajectories across career changes.

Tax optimization scenarios

Compare tax strategies with concrete numbers.

Exploring

Researching and evaluating

Estate planning module

Wills, trusts, beneficiary tracking.

Small business owner toolkit

Separate business and personal finance views.

Partnerships with CFPs

Connect users with licensed advisors when needed.

Educational content library

Courses on each POISE framework stage.

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