You’re Paying for
Better Decisions

Retirement timing, equity strategy, and tax planning can each shift net worth by $1M+. Gaining clarity on these decisions is a rational investment.

Basic Plan

Basic Plan

Do It Yourself

$200/year

Get everything you need to organize, plan, and optimize your financial future. Build strategies, track progress, and make informed decisions - all on your own terms.

Get Started
What's Included:
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Financial projections tool
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Financial goals calculator
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Income Tax calculator
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Investment portfolio tracking
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Live Q&A and learning sessions
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Community Access
Guided Plan

Guided Plan

Do It Together

$2,000/year

Work side-by-side with our team and create your financial plan with our support. Ideal for those seeking expert guidance while maintaining decision-making control.

Schedule a Call
What's Included:
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Everything in Starter Plan
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5 Personalized coaching sessions
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Custom financial models
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Priority support via chat and email
Advisory Plan

Advisory Plan

Let Us Do It for You

TBD

Sit back while our experts manage your financial complexities. Designed for busy professionals, this premium service ensures your future is in trusted hands.

Join WaitList
What's Included:
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Your personal financial advisor
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Full-service financial management

We Are Entirely User-Supported

Financial decisions around retirement timing, concentrated equity, and tax strategy are too important to be influenced by hidden incentives.

No Affiliate Marketing

We do not participate in affiliate marketing

No Third-party Compensation

We do not accept third-party compensation

No Commissions From Products

We do not earn commissions from financial products

Loved by Thousands of Users

See what they are saying about their experience

"I needed a tool that answers a simple question: Can I retire given my assets and needs? Somehow the whole financial industry could not produce that until the folks at nauma made it happen. Despite a simple interface, it offers the settings I need to model assets, income streams, and retirement spending. It also handles taxes across stages and lets me plan for items like long-term care. This makes it easy to compare retirement options and see what's possible. The real value is peace of mind that comes from defined goals and transparent projections."

Sergey Z.
Sergey Z.
Uber

"I want to thank Alex again for his support, advice, and calming presence in getting me here. I was in a very bad place mentally with all the debt and was so scared I'd be living in my car in retirement. Alex gave me the confidence to look at my situation, make a plan, stop making rash, panic-based decisions, and find a way out."

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Jennifer P.

"I can't recommend Nauma.ai enough! Their monthly investor reports are a game-changer, giving me a consolidated and comprehensive view of my portfolio that spans all my different brokerages. No more juggling multiple logins or spreadsheets. On top of that, the app itself is a joy to navigate – the user experience is incredibly intuitive and straightforward."

Hitesh A.
Hitesh A.
Google

"Nauma has made it possible for me to easily understand my finances, and even more importantly, create plans for the future that help me make decisions today."

Rajat P.
Rajat P.
Startup, ex-Google

"I've been scratching my head trying to understand what "number" I needed to feel financially independent. Not surprisingly, that "number" kept shifting every time I got close to it. Alex helped me establish my "whys"—really understanding what goals I had and how much was needed to fund them based on real data and conservative growth rates. This clear thinking around the "whys" finally gave me clarity on a real "number," and I now have portfolios aligned to my goals. This has given me clarity I've been missing for years."

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Niraj Z.
ex-Amazon

"Nauma gave me clarity and confidence with my finances in a way no other tool has. It's a game-changer for tech professionals with complex equity positions, helping me model retirement, career moves, and life events in one clear, intuitive place."

Tony M.
Tony M.
OpenAI

"The planning tool is easy to use, detailed and provides customizations for my situation. It literally took minutes to create a personalized plan with detailed charts and notes projecting my expenses and income for the next few decades. Highly recommended!"

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JB T.
ex-Google

"As a hobbyist investor, it is difficult to understand my portfolio's performance relative to the market. I appreciate the monthly summaries Nauma gives me, which gives me a sense of not only what has changed but how to improve."

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Ursula B.

"I was so impressed with Nauma. It offers a new perspective on financial planning and is remarkably straightforward to use. I highly recommend it"

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Aanchal J.
Block

"I have consistently recommended Nauma to numerous colleagues and friends, all of whom have found it really valuable. Nauma provides intuitive DIY tools backed by sophisticated financial modeling and a profound understanding of complex life requirements. The clarity Nauma provided regarding our financial trajectory—and the strategic trade-offs involved—is imho far superior than any other platform I have used."

Ashish N.
Ashish N.
Google

"Before working with Alex and his team, my wife and I felt insecure about our financial future. They provided a clear, data-driven framework that built our confidence, refined our goals, and uncovered critical blind spots in our strategy—like insurance and real estate. Their patient, educational approach gave us the practical financial education we wish we had received in college!"

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Naresh K.
Amazon

"Yo this is quite cool! A welcome addition to the toolset. Now one can project the tax implications of financial decisions year-round instead of just during tax time"

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Brandon B.