For couples & households

Your life together.
Your plan for it.

Turn separate balances and big questions into a clearer household picture. See what the month allows, what your goals need, and what deserves a conversation.

Plan + money + tax — one membership, your numbers.

One household picture

Start with the numbers.
Make room for the conversation.

What comes in. What is already committed. What you want to build next. Bring the moving parts into a plan you can review together.

01This month

Monthly take-home income

$9,000
Spending$5,800
Saving$2,000
Unallocated$1,200

A decision to discuss

Where should the next
$1,200 go?

Add to the deposit. Build a cash reserve. Leave room for a weekend away. See the tradeoff before making the choice.

Try your own numbers

02Your next goal

Home deposit

$24,000 of $60,000
Saved so far40% of goal

A decision to discuss

How soon feels right?

With $2,000 added each month, the remaining $36,000 takes 18 months before interest. What would a different contribution mean for the month?

Try your own numbers

03Your tax picture

Before your next tax conversation

Household incomeReview changes
Withholding & paymentsCheck inputs
Assumptions & questionsKeep visible

A decision to discuss

What changed this year?

A new job or a different income mix can change the questions worth asking. Gather the details, review estimates, and prepare for a qualified professional.

Explore the Tax workspace

A useful money check-in

Less catching up.
More looking ahead.

A good plan gives your next conversation somewhere to start.

01 / Money

Understand the month.

Review household income, recurring bills, subscriptions, and the spending that changes from month to month.

Explore Money
02 / Plan

Compare the next move.

A home, a career change, or more breathing room. Change the timing and contribution to see how a goal shifts.

Explore Plan
03 / Tax

Bring tax into the picture.

Keep income changes, withholding, and planning assumptions in view before your next tax conversation.

Explore Tax

Built around your household

A shared conversation.
Clear boundaries.

Pivlyn is a self-directed planning workspace. This household view helps you organize the numbers and decisions you discuss together. Connect only accounts you are authorized to access, and choose the information you want to bring into the conversation.

How we protect your information

One membership for Plan, Money, and Tax.

Connected access is read-only.

Assumptions stay part of the conversation.

Plan + money + tax

A clearer plan.
For the life you share.

One membership. $15 monthly or $125 billed annually.