Founding membership. Locked for life.
At launch, SirHENRY will be a tiered service — planned at $499–$999/year for automated financial management. The first 500 founding members lock in the full core experience now, at a price that never goes up.
$240/year — billed annually
Founding price · locked for as long as you stay · includes the Autopilot tier (planned at $499/yr) when it launches
Limited to the first 500 members · Price locked for life
Planning That Does the Work
- Ask Sir HENRY — answers from your own numbers
- Monte Carlo retirement projections
- Tax strategy optimization
- Equity compensation planning
- Life event scenario modeling
Full Financial Picture
- Unlimited account connections
- Portfolio & allocation tracking
- Cash flow & budget forecasting
- Goal tracking with HENRY templates
- Desktop app · web companion on the roadmap
Security & Privacy
- Encrypted credentials via Plaid
- No analytics, no ads, no data sales
Not a licensed financial advisor. SirHENRY is a financial planning tool that helps you make better financial decisions.
The value of SirHENRY
Better-informed decisions
The hardest value to quantify — and often the most valuable
SirHENRY runs the numbers on your data — not generic calculators from a blog post. Compare Roth conversion scenarios, model ISO exercise timing, and project your retirement trajectory — all powered by your actual financial data.
SirHENRY doesn't replace your CPA or advisor — it makes every dollar you spend on them go further. Show up with organized data, a clear tax strategy, and questions that matter.
Everything, in one private workspace.
The dashboard your money deserves — running locally, on your machine.
