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CFM Financial Roadmap
Free Planning Tool

Your complete financial picture, in one place

Track spending, plan for retirement, monitor investments, and manage cash flows — all on a single secure dashboard, powered by RightCapital.
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All in One
Retirement Plan
Easy Budgeting
Social Security Optimizer
College Funding Planner
Portfolio Analysis
Estate Planning
Security
A Few Benefits

What you get with the Roadmap

Aggregate Accounts
01

Aggregate Accounts

Connect bank accounts, investments, credit cards, loans, mortgages, and insurance from over 8,000 financial institutions.
02

Budgeting Tool

A simplified budgeting tool that automatically categorizes your expenses, updated daily so your picture is always current.
Aggregate Accounts
Aggregate Accounts
03

Net Worth

A net worth tracker that gives you a bird's-eye view of your assets and liabilities in one clear snapshot.
04

Retirement Planner

Stay on track for a successful retirement. Adjust your plan and see in real time how each change affects your outlook.
Aggregate Accounts
Your Privacy

Security is everything to us

CFM does not sell, share, or distribute your personal information to third parties, vendors, or other institutions.

Our SSL certificate uses bank-level 2048-bit asymmetric and 256-bit symmetric encryption. Read more about our security & compliance →
Considering a Disciplined Approach

Start with a Short
Conversation.

See whether our investment approach aligns with your situation — no obligation, no pressure.
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Independent, fee-only fiduciary advisors serving families since 1987.
$250M+ AUM  ·  Est. 1987
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