Major life decisions are easier to make when you have structure, context, and a clear next step. MyFamilyPlan AI Life Planning Guides help individuals and families evaluate important financial, personal, retirement, and estate planning decisions with AI-powered guidance built around their real-life situation.
From retirement readiness and Social Security claiming to college planning, job offers, home decisions, life insurance, estate readiness, and household spending, each guide helps turn uncertainty into a more organized, informed plan.
Choose the Right Planning Guide
Start with the decision or planning need in front of you. Each guide is focused on a specific topic, so you can get relevant support without sorting through unrelated information.
Answer Guided Planning Questions
The guide asks structured questions about your situation, goals, preferences, and priorities.
Receive a Personalized Planning Summary
Your responses are transformed into a clear planning summary with key considerations, trade-offs, risks, and next steps.
Use the AI Agent for Ongoing Guidance
Ask questions, clarify recommendations, and explore planning scenarios through the built-in AI Agent.
MyFamilyPlan organizes its AI Life Planning Guides into four categories so you can quickly find the planning tool that fits the decision in front of you.
Decision-support tools for everyday life choices, personal milestones, education planning, family priorities, and lifestyle decisions.
See Personal GuidesAI financial planning tools that help you evaluate spending, insurance, investing, career decisions, life events, and household financial choices.
See Financial GuidesEstate planning guidance that helps families assess readiness, organize important documents, prepare for asset transfer, and reduce future uncertainty.
See Estate GuidesHousehold guidance to help families navigate everyday decisions such as for college planning, home decisions, vehicle purchases, youth activities, lifestyle goals, and other important household choices that shape family life.
See Household GuidesPersonal & Household
These guides help families and individuals compare options, understand fit, and make everyday personal and household decisions that align with their goals, budget, and lifestyle.
Financials
These AI financial planning tools are designed to help individuals and families understand their current situation, compare options, and create more informed financial action plans.
Estate & Retirement
These guides help assess estate and retirement readiness, organize important family information, identify potential gaps, and prepare for asset transfer and long-term decisions.
Evaluate household structure, income, debt, dependents, and retirement timeline to estimate life insurance coverage needs and protection gaps.
Every AI Life Planning Guide includes access to the MyFamilyPlan AI Agent, an interactive planning assistant designed to help users better understand their results and explore follow-up questions. The AI Agent is designed to support planning and education. It does not replace professional legal, financial, tax, medical, or investment advice.
AI Agent Helps You
$120 | 12-Month Access
Our Home Decision & Fit Assessment gives families a clear, personalized framework for one of the biggest financial decisions they'll ever make. Whether you're deciding to buy or rent, move or stay, this guide accounts for your finances, lifestyle, and long-term goals so you can move forward with confidence.
Purchase Now
$165 | 12-Month Access
Our Vehicle Research & Buying Advisor takes the guesswork out of your next car purchase. Share your priorities and budget, then get vehicles ranked and matched to today's market so you can buy the right car, at the right price, with confidence.
Purchase Now
$165 | 12-Month Access
Our College Scholarship Discovery & Strategy Guide helps you uncover scholarships you actually qualify for and build a plan to win them. Get a personalized list of opportunities plus an application strategy designed around your student's strengths.
Purchase Now
$75 | 12-Month Access
Our Estate Planning Readiness Guide helps you find out exactly how prepared your estate really is — and what still needs to happen. Walk through the key areas of estate planning, identify what's missing, and leave with a clear set of next steps before it becomes someone else's problem to sort out.
Purchase Now
$120 | 12-Month Access
Our Estate & Asset Transfer Strategy Guide walks you through how to structure your assets so your family receives what you've built — with as little lost to taxes, legal fees, and delays as possible. A will is just the beginning. This guide covers the rest.
Purchase Now
$120 | 12-Month Access
Our Retirement Destination Optimizer helps you figure out not just when to retire, but where. Evaluate cost of living, tax implications, lifestyle fit, and long-term affordability across destinations so you can land in the right place for the right reasons.
Purchase Now
$165 | 12-Month Access
Our Job Offer Comparison & Decision Guide helps you evaluate a new opportunity the right way — beyond just the salary. Compare total compensation, benefits, growth trajectory, and lifestyle impact side by side so you can say yes to the right offer with confidence.
Purchase Now
$75 | 12-Month Access
Our Financial Foundations Playbook gives you a structured starting point for getting your financial life in order. From budgeting and spending to insurance and major financial decisions, this guide walks you through the building blocks of a solid financial plan — so nothing important gets overlooked.
Purchase NowMyFamilyPlan Life Planning Guides combine AI-powered planning, financial organization, estate readiness, and guided decision support into one structured platform designed for real life.
From retirement planning and Social Security decisions to estate preparation, college planning, household finances, and major life events, each Guide helps individuals and families organize information, evaluate options, and move forward with greater clarity and confidence.
Powered by EstateHub’s integrated AI Advisor, MyFamilyPlan transforms scattered tools, static documents, and complex choices into a connected planning experience that evolves with your life.
