A new, onboarding experience • A redesigned checkup that starts with what matters to you, then walks through your cash flow, emergency fund, debt, insurance, investing, taxes and estate planning. It takes about 5 minutes. • Add a balance and interest rate for each debt, so your snapshot reflects your real numbers. • See your Passport Score right away, with a preview of your roadmap and an introduction to Penny, your AI Financial Guide. Also new • Optional text updates: add your mobile number to get account updates and Passport Score changes by text. It's off unless you turn it on, and you can reply STOP at any time. • Clearer password requirements, with a checklist that updates as you type. • Penny is now called your AI Financial Guide everywhere in the app. • Security, reliability and performance improvements.

Pro Connected: securely connect your bank and investment accounts through Plaid to keep your Passport up to date. Penny knows more: she now sees every holding in your connected accounts and can reference figures from your most recent uploaded tax return. You can now have a live conversation with Penny through a browser or have her call you. Stronger sign-in security: two-step verification with an authenticator app, and clearer sign-in messages. Fixes and performance improvements.

Fixes a bug where some pro users will still hit a paywall

Fixes an issue where the Investing module's welcome screen could not be scrolled or closed on some iPhones.

This update makes Financial Fitness Passport feel more personal and easier to read. - Your first name now appears on your score reveal and dashboard - Refreshed header branding and clearer text sizing across the dashboard - Fixed the Pro plan screen so it no longer runs off the edge on smaller iPhones - Monthly and annual pricing now line up correctly in the plan selector - Behind-the-scenes reliability improvements so we can find and fix issues faster

This update focuses on your first experience with the app. - Redesigned onboarding — a clearer walkthrough of your Financial Fitness Score and what's driving it - Your results now lead into a personalized plan built around the goals you select, including estate planning - Rewards section now explains what you can actually earn as a member - Improvements to the debt, estate planning, and retirement calculators - Updated insights content - Layout and display fixes across iPhone screen sizes

This release is primarily a mobile usability and performance update: Improved dashboard with a cleaner layout, clearer progress visibility, and easier access to each financial section Faster post-login loading and routing, helping returning users reach the dashboard more quickly Improved in-app navigation and footer links, including more reliable handling of browser and external links More reliable signup, email verification, and account-routing behavior General mobile stability and compatibility improvements

Faster onboarding — See your Financial Fitness Score and personalized action plan in fewer steps, with a cleaner path to getting started. More complete estate planning — The assessment now covers all five key documents: Will, Power of Attorney, Healthcare Proxy, Living Will, and Revocable Living Trust, with updated scoring to match. Smarter questions — Debt and family questions now adapt based on your answers, so you only see what's relevant to your situation. Clearer guidance on locked content — If you haven't unlocked a module level yet, you'll now see a helpful message explaining how progression works instead of a dead tap. Improved reliability — Fixed an issue where the first tap on "Start Free Trial" could fail on some devices. It now recovers automatically. Bug fixes and performance improvements.

This update improves reliability throughout the app: • Investment accounts now load and save correctly • Penny's cash flow and debt analyses work more reliably • Fixed an issue where the resend verification email button didn't respond • Smoother goal setup, passport sharing, and rewards • General performance and stability improvements

What’s New This update adds new financial education tools and improves the mobile experience inside Financial Fitness Passport. New in this version: Financial Fitness Passport now includes a new Social Security Strategy module with Penny, designed to help Pro members compare Social Security claiming scenarios in an educational, personalized way. We also improved the Insurance section with policy-level details, renewal reminder tracking, auto deductible guidance, and better saving behavior when adding, editing, or removing policies. Additional updates include accessibility improvements, mobile build improvements, and refinements to the overall app experience. Financial Fitness Passport continues to provide educational financial guidance only and does not provide individualized financial, tax, legal, insurance, or investment advice.

This update improves the onboarding experience for new users, including smoother screen transitions, better mobile scrolling behavior, and clearer presentation of the founder video during the Pro trial flow. It also includes general performance and reliability improvements for the mobile app experience.

This update improves the mobile onboarding, subscription, and navigation experience. Free users now receive a temporary Passport Score after onboarding, with Pro access available through the iOS subscription flow. We also fixed footer navigation for legal and educational links, improved logout and registration behavior, and made the post-onboarding upgrade experience more reliable.

Small bug fixes

Bug Fixes & Improvements Fixed a login issue some users experienced on iOS where the app would show a network error during sign-in Performance and stability improvements

Minor bug fixes, such as broken links