Get financially organized

Bring your money, goals anddocuments together.

Most financial stress is not about the numbers being bad. It is about not knowing what they are. Organizing the picture is the part that has to come first.

How the picture is put together

  • One place, not seven logins

    Accounts, obligations, documents and goals sit together, so the picture is something you can look at rather than assemble each time.

  • Every figure carries its source

    Where it came from and when it was recorded, beside the number itself. A figure you cannot date is a figure you cannot rely on.

  • Missing is stated, not implied

    What is not yet known says so, in words. A gap is never shown as a blank that reads like a zero.

  • Nothing is inferred from an average

    Golden Key works from what is recorded about you. Where something has not been measured, it is not estimated into existence.

What we will not do with your picture

No single number stands in for your finances. There is no health score, no grade, and nothing that compares you to anyone else. The picture is yours to read, with a person available to read it with you.

Once the picture is clear, the plan gets simple.