2,847+ consultants optimizing their finances

Build wealth. Reduce taxes.
Retire on your terms.

Track net worth, optimize your portfolio, plan retirement, and maximize tax savings. Built for self-employed professionals and independent consultants.

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Bank-Level Security
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solofi.com

Net Worth

$847,293

+12.4% YTD

Portfolio Value

$523,800

Optimized

Tax Savings

$34,800

S-Corp Optimized

Trusted by consultants from

McKinsey
Deloitte
BCG
Accenture
KPMG

EVERYTHING YOU NEED

Built for Financial Optimization

A complete financial command center. Track, analyze, and optimize every dollar.

Net Worth Dashboard

Real-time net worth tracking across all accounts. Visualize your complete financial picture with interactive charts and trends.

Credit Card Optimizer

Track sign-up bonuses, spending requirements, and annual fees. Never miss a deadline or overpay for cards again.

Portfolio Optimizer

Asset allocation analysis with tax-location strategy. See exactly where to place assets for maximum tax efficiency.

Tax Calculator

S-Corp vs Sole Prop analysis, FEIE support, quarterly estimated taxes, and Solo 401k optimization. Maximize every write-off.

Tax Optimization Dashboard

Import TurboTax returns, analyze tax health score, track deduction efficiency, and get quarterly payment reminders. Find your S-Corp break-even point.

Retirement Calculator

FIRE planning with geo-arbitrage insights. Calculate your retirement number based on location, lifestyle, and withdrawal strategy.

Geo Arbitrage Planner

Compare cost of living across 100+ cities worldwide. See how relocating could accelerate your path to financial independence.

Loved by Optimization Nerds

Join thousands of consultants who've transformed their financial tracking

"The tax calculator alone saved me $12K by showing me when to switch to S-Corp. The portfolio optimizer is next level."

Sarah K.

Strategy Consultant

"The retirement calculator with geo-arbitrage was eye-opening. I can retire 5 years earlier than I thought possible."

Marcus T.

Independent Consultant

"Finally a tool that understands consultant finances. The Sole Prop vs S-Corp comparison is exactly what I needed. My CPA was impressed."

Jennifer L.

Fractional CFO

SIMPLE PRICING

Choose Your Plan

Start free, upgrade when you need more. Cancel anytime.

Free

$0/month

Get started with basic features.

  • Net Worth Tracking
  • Basic Dashboard
  • Portfolio Optimizer
  • Retirement Calculator
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Pro

$9/month

Advanced tools for serious planners.

  • Everything in Free
  • Portfolio Optimizer
  • Credit Card Tracker
  • Retirement Calculator
  • Google Sheets Sync
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or $90/year (save 17%)

Premium

$19/month

Full access to all features.

  • Everything in Pro
  • Geo Arbitrage Analysis
  • Scenario Comparisons
  • Tax Calculator
  • Priority Support
Get Premium

or $190/year (save 17%)

14-Day Money-Back Guarantee - Cancel anytime

Frequently Asked Questions

Everything you need to know before you start

Is this a web app or a spreadsheet?
SoloFI is a modern web application that works on any device with a browser. Your data is securely stored in the cloud, so you can access your finances from anywhere. No downloads required.
Is my financial data secure?
Absolutely. We use bank-level encryption (AES-256) and your data is never shared with third parties. We use Clerk for authentication, ensuring enterprise-grade security for your account.
How accurate is the tax calculator?
The tax calculator uses 2024 federal tax brackets and supports state taxes for major states. It includes S-Corp vs Sole Prop analysis, Solo 401k calculations, and FEIE support. While highly accurate for planning, always consult a CPA for final tax decisions.
Can I try it before I pay?
Yes! You can sign up and explore the app for free. The basic features are available immediately. We also offer a 14-day money-back guarantee on all paid plans, so you can try the full experience risk-free.
What if I'm not satisfied with the purchase?
We offer a 14-day, no-questions-asked money-back guarantee. If SoloFI doesn't meet your expectations for any reason, just email us at support@solofi.com and we'll refund you in full. Zero risk.

Ready to Optimize Your Finances?

Join 2,847+ consultants who've taken control of their net worth, optimized their portfolios, and maximized their tax savings.

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