How Warren works for you
Warren learns your goals, reads your real numbers and gives advice you can act on.
Warren in four simple steps
Getting started takes a few minutes and is completely secure.
Sign up and import your statements
Create a free account in a few minutes, then import statements from any bank or card (CSV, Excel, OFX, QFX, QIF) so Warren reads your real numbers. Automatic bank connections are on the roadmap.
- No credit card required to get started
- Statement imports only, so Warren never holds a bank login
- We never sell your data or share it with third parties
Set your financial goals
Tell Warren what matters: retirement, paying off debt, buying a home. Warren helps you build a plan around it.
- Personalized goal-setting for retirement, debt and major purchases
- Realistic timelines based on your income and expenses
- Adjust goals as your life circumstances change
Get personalized advice
Warren analyzes your finances and gives tailored recommendations from specialist advisor personalities.
- Warren: investment strategy and long-term wealth building
- Charlie: strategy and major financial decisions
- Liz: daily budgeting, debt management and financial wellness
Take action and track progress
Follow the advice, track your progress over time and get updates as your financial situation evolves.
- Step-by-step action plans for your financial goals
- Regular progress updates and milestones
- Ongoing advice that adapts as your finances change
Meet your financial advisory team
Each AI personality specializes in a different part of your financial life.
Warren on long-term investing and wealth
Builds investment strategies, retirement plans and ways to grow wealth over time.
- Investing
- Retirement
- Compounding
Charlie on strategy and decision-making
Helps with major life decisions, career moves and strategic financial planning.
- Big decisions
- Career
- Tax strategy
Liz on budgeting, debt and wellness
Specializes in everyday finances, debt management and improving financial health.
- Budgeting
- Debt
- Habits
Try Warren on any device
Use Warren on your phone, tablet or desktop. The same advice, the same account, wherever you are.
Frequently asked questions
Common questions about how Warren works.
- How does Warren help me manage my finances?
- Warren uses AI to analyze your financial information and give personalized recommendations. It helps you set goals, create budgets and develop strategies to improve your overall financial health.
- How often should I update my financial information?
- For the most accurate recommendations, keep your financial information current. You can update your data at any time so Warren always works from the latest picture.
- Can I cancel my subscription at any time?
- Yes. You can cancel your Warren subscription at any time with no penalties, and there is a 30-day money-back guarantee if you are not satisfied.
- Is my financial information secure with Warren?
- Yes. We use industry-standard encryption and security practices to keep your data safe. We never sell your personal information and keep strict data privacy policies in place.
- What if I need help with something specific?
- Ask Warren any financial question in the chat. Warren, Charlie and Liz cover a wide range of topics, and if you need more, our support team is available by email.
Get your first personalized plan in minutes
Free to start, no credit card required. Warren reads your accounts, it never moves money.