1Plan›Life Audit
Step 1 of 13
🔍
Your Life Audit
In about 15 minutes, we'll map your entire financial life — home, insurance, banking, retirement, subscriptions, telecom, vehicles, legal documents, and health. Then we'll show you exactly what you're missing, what you're overpaying, and what's hiding in your employment history.
💰
Find forgotten 401(k)s, pensions, and unclaimed benefits
Avg recovery: $66,691
🛡️
Identify dangerous coverage gaps in insurance
Before it's too late
📉
Cut overspending on subscriptions, telecom, energy
Avg savings: $1,200/yr
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Flag missing legal documents your family needs
POA, will, trust, directives
🎯
Get a personalized action plan ranked by impact
Biggest wins first
👨👩👧👦 2 min
💼 3 min
💰 2 min
🏖️ 2 min
🛡️ 2 min
🏠 2 min
🚗 1 min
📱 1 min
📡 1 min
📋 1 min
❤️ 1 min
Your data stays private. No accounts connected. Just answer questions.