1% of individuals have a financial plan. One percent
25% of individuals have a budget. Twenty five percent
100% of individuals can and should have both. One hundred percent

Own your financial plan. Own your financial future. Own your financial well-being.

A financial plan shows where you want to go, how to get there and what do as events - both expected and unexpected - occur along the way.

Organizations enterprise dashboard on ipad

For Organizations

Put Your People First

The economic burden of financial stress impacts your business, your people and the community you live in.

  • A toolkit to support informed decision making, better understanding of benefits, and brighter financial futures
Request a Demo
Classrooms image on iPhone

For Classrooms

Personal Finance is Bigger than a Letter Grade

Help students build their first financial plan, compare colleges, compare career paths, evaluate locations, set financial goals, and make informed financial decisions.

  • No sign up required
  • Web, tablet and mobile friendly
K-8
High School
Individuals financial account on iphone

For Individuals

Build • Evaluate • Achieve

Inspired by top-tier institutions and crafted by experts, create your first financial plan – at no cost. Discover a vast universe of over 1.5 million unique career paths and cost of living scenarios tailored to you.

  • Institutional quality financial plan
  • 13.5 million career and location combinations
  • Suite of financial calculators and tools
Build Plan

Our Clients

Thank you to our customers. We are deeply appreciative of the opportunity to work with you and help support the financial well-being of the people who matter most to you.

Carnegie Mellon University Master of Software Engineering
Panthers Forward
VCU
Duquesne University

See What Others Are Saying

Must-Have app

"All of the college students should use this app because there is nothing like Troutwood app in the market...I will be using this app pretty much everyday to look for careers and help me balance my budget as a college student."

Joonyoung Lim, 10/07/2022, App Store

Great interactive to share with students!

"It was so satisfying to this teacher’s heart to see the possibilities, excitement, and hope in my students’ faces as they realized that goals, while not without challenges, are attainable."

Dee!4019, 05/25/2021, App Store

Fantastic Platform

"Really a great app! Troutwood rocks, and we’ll be using this app for years to come when teaching personal finance/investment."

DJ Promise, 07/22/2022, App Store

Truly Amazing!

"This is an incredible company and app that everyone should know about. Everyone should be better educated in how to prepare themselves for retirement and a better future."

Tukjwq, 09/26/2021, App Store

Love this app!

"This app is great for everyone really but especially young adults and teens that could use information about investing and managing their finances. There is just not enough education like this in school and we could all really use more of this."

walmart fix this please, 08/03/2021, App Store

First of it’s kind financial planning tool

"The Troutwood app has given me the platform to build a financial plan that grows with me. I love the ability to explore multiple career options and customize my budget while prioritizing my investing goals."

rach10202, 07/20/2022, App Store