I’m building EnvisionWorth to solve a problem most financial tools ignore

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I started building EnvisionWorth because most financial tools could show me my accounts or track goals passively, but they could not explain how everything should work together.

Most of us are saving for several things at once. A home, wedding, travel, education, and retirement may all depend on the same income and investments.


EnvisionWorth brings them into one connected plan.

You add your goals and income, and it calculates what they require together, which we call your Dream Number. It then shows whether the complete plan realistically fits your income.

Once you connect or manually add your accounts, the EnvisionWorth Brain analyzes your goals, timelines, accounts, and holdings. It works out where each asset could be most useful, creates an intelligent auto-allocation, and shows what every dollar is working toward.

It then provides practical insights such as:

“The $10,000 already sitting in your accounts could support your home goal and reduce the amount you need to contribute from $800 to $610 per month.”


I am building EnvisionWorth for both Canada and the US because useful financial intelligence must understand local accounts and rules, from TFSAs, RRSPs, and FHSAs to 401(k)s, IRAs, and 529 plans.


I am currently testing EnvisionWorth and redesigning the experience, so this is not the official Product Hunt launch yet. I have attached an early dashboard preview and would genuinely value feedback from this community while I continue improving it.


Ultimately, I want EnvisionWorth to answer four simple questions:

What do I have? What is it working toward? Am I on track to achieve my dreams? What can I do to achieve them better or sooner?


Avish
Solo Founder, EnvisionWorth

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Want to try EnvisionWorth? DM me and I’ll share private access. Would love your feedback.